Wise Decisions With Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future
S&P500 over 3k, Dow over 27k #WEVU 7/15/2019
The S&P 500 and Dow Jones Industrial Average close at historic peaks after bulls consider Capitol Hill testimony from Federal Reserve Chairman Jerome Powell; tame inflation persists.
Money Management Principles
Time to get out your pad & paper! In this episode, Eric starts to talk about where the rubber meets the road - 5 money management principles that are key reaching your financial goals.
The Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them.
Stocks Hit Record Peaks #WEVU 7/8/19
Stocks hit record peaks, then descend after the Friday release of the June jobs report; further tariffs are planned for European imports.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources.
Best June for Stocks in 60+ Years #WEVU 7/1/2019
A strong month for equities ends with the renewed possibility of a U.S.-China trade pact.
Tweet, Monetary Policy Outlook Send Bulls Running #WEVU 6/24/19
In this week’s recap: Wall Street maintains its risk-on mood, even as tensions grow between the U.S. and Iran, influenced by a White House tweet and a dovish signal from the Federal Reserve.
Should You Plan to Retire on 80% of Your Income?
Examining a long-held retirement planning assumption.
Stocks Advance for 2nd Straight Week #WEVU 6/17/2019
In this week’s recap: the major Wall Street equity indices see further June gains, oil investors react to tanker attacks, and retail sales improve.
Retiring Single
You will want to replace your income; you will also want to stay socially engaged.
Stocks Have Best Week of 2019 #WEVU 6/10/2019
In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers.
Stocks Struggle During 4-Day Week #WEVU 6/3/19
In this week’s recap: U.S. benchmarks decline as trade issues remain front and center in the Wall Street conversation; major consumer confidence indices are notably high
Market Waits for Further Trade Talk Cues #WEVU 05/28/2019
In this week’s recap: stocks decline as Wall Street adjusts its expectations about the potential duration of the U.S.-China trade dispute, and some retail giants post first-quarter earnings.
Ways to Ease the Cost of College
A look at grants, scholarships, 529 plans, and other methods.
The Latest Trade Developments #WEVU 5/20/19
In this week’s recap: tariffs and U.S.-China trade tensions once again become the talk of Wall Street, and U.S. stocks end up lower, week-over-week
Should You Use 529 Plan Funds on K-12 Education?
Federal law says you can, but you may want to think twice about it.