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Folder: Communications
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NASDAQ Advances, S&P and Dow Retreat #WEVU 08/13/18
Eric Hagen 8/13/18 Eric Hagen 8/13/18

NASDAQ Advances, S&P and Dow Retreat #WEVU 08/13/18

In this week's recap: core inflation reaches a 10-year peak, oil's losing streak continues, earnings impress, and Wall Street indices have a mixed week.

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The Case for Women Working Past 65
Retirement, Investments, IRAs, Retirement Accounts, Roth IRAs, 401k, Personal Finance, Social Security Eric Hagen 8/7/18 Retirement, Investments, IRAs, Retirement Accounts, Roth IRAs, 401k, Personal Finance, Social Security Eric Hagen 8/7/18

The Case for Women Working Past 65

Why striving to stay in the workforce a little longer may make financial sense.

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Stocks Advance for a Fifth Straight Week #WEVU 08/06/18
Eric Hagen 8/6/18 Eric Hagen 8/6/18

Stocks Advance for a Fifth Straight Week #WEVU 08/06/18

In this week's recap: stocks continue their win streak despite a mediocre jobs report and dips for the ISM indices; household spending and confidence rise.

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Understanding Inherited IRAs
Retirement, Investments, IRAs, Retirement Accounts, Roth IRAs Eric Hagen 7/31/18 Retirement, Investments, IRAs, Retirement Accounts, Roth IRAs Eric Hagen 7/31/18

Understanding Inherited IRAs

What beneficiaries need to know and consider.

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Stocks Pull Out of Correction Mode #WEVU 7/30/18
Eric Hagen 7/30/18 Eric Hagen 7/30/18

Stocks Pull Out of Correction Mode #WEVU 7/30/18

In this week's recap: impressive Q2 GDP reading, a consumer sentiment dip, a falloff in home buying, and the end of a long stock market correction.

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Before You Claim Social Security
Personal Finance, Retirement, Social Security Eric Hagen 7/24/18 Personal Finance, Retirement, Social Security Eric Hagen 7/24/18

Before You Claim Social Security

A few things you may want to think about before filing for benefits.

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A Flat Week on Wall Street #WEVU 7/23/18
Eric Hagen 7/23/18 Eric Hagen 7/23/18

A Flat Week on Wall Street #WEVU 7/23/18

In this week’s recap: retail sales impress again, groundbreaking suddenly tails off, stocks tread water, and more tariffs might be in store for China.

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The Wild Ride of Bitcoin
Investments, Personal Finance, Retirement Eric Hagen 7/10/18 Investments, Personal Finance, Retirement Eric Hagen 7/10/18

The Wild Ride of Bitcoin

Who knows what it will be worth next year - or next week

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Tariffs Take Effect, but Investors Focus on Fundamentals
Eric Hagen 7/9/18 Eric Hagen 7/9/18

Tariffs Take Effect, but Investors Focus on Fundamentals

In this week’s recap: impressive hiring, healthy service and factory sectors, the Fed’s view of the present and near future, and gains for equities.

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Are Your Beneficiary Designations Up to Date?
Retirement, 401k, Investments, IRAs, Retirement Accounts, Roth IRAs Eric Hagen 7/3/18 Retirement, 401k, Investments, IRAs, Retirement Accounts, Roth IRAs Eric Hagen 7/3/18

Are Your Beneficiary Designations Up to Date?

Who should inherit your IRA or 401(k)? See that they do…

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Retirement Questions that Have Nothing to Do with Money
Retirement Eric Hagen 6/26/18 Retirement Eric Hagen 6/26/18

Retirement Questions that Have Nothing to Do with Money

Think about these matters before you leave work for the last time.

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The Equifax Data Breach
401k, Investments, IRAs, Legal, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 9/18/17 401k, Investments, IRAs, Legal, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 9/18/17

The Equifax Data Breach

Have you been affected? If so, how can you try to protect yourself?

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How Will You Spend Your Retirement Savings?
Retirement Eric Hagen 6/29/17 Retirement Eric Hagen 6/29/17

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others.

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Saving $1 Million for Retirement
401k, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 2/14/17 401k, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 2/14/17

Saving $1 Million for Retirement

How can you plan to do it? What kind of financial commitment will it take?

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2017 Retirement Account Limits
401k, IRAs, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 2/8/17 401k, IRAs, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 2/8/17

2017 Retirement Account Limits

How much can you contribute this year?

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Your Year-End Financial Checklist
401k, Insurance, Interest Rates, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs, Taxes Eric Hagen 12/10/16 401k, Insurance, Interest Rates, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs, Taxes Eric Hagen 12/10/16

Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. 

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End of the Year Money Moves (& 7 Questions You Should Know the Answers To)
Investments, 401k, Insurance, IRAs, Personal Finance, Retirement Eric Hagen 12/7/16 Investments, 401k, Insurance, IRAs, Personal Finance, Retirement Eric Hagen 12/7/16

End of the Year Money Moves (& 7 Questions You Should Know the Answers To)

Here are 7 questions you should ask yourself.  Even if your 2016 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.

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Good Retirement Savings Habits Before Age 40
401k, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 9/21/16 401k, Investments, IRAs, Personal Finance, Retirement, Retirement Accounts, Roth IRAs Eric Hagen 9/21/16

Good Retirement Savings Habits Before Age 40

Some early financial behaviors that may promote a comfortable future.

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Protecting Your Parents From Elder Financial Abuse
Personal Finance, Retirement, Long-Term Care Eric Hagen 9/14/16 Personal Finance, Retirement, Long-Term Care Eric Hagen 9/14/16

Protecting Your Parents From Elder Financial Abuse

How to help your family avoid scams and other fraud.

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Getting Your Financial Paperwork in Good Order
Eric Hagen 9/1/16 Eric Hagen 9/1/16

Getting Your Financial Paperwork in Good Order

 Help make things easier for your loved ones when you leave this world. 

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