I work with many public school teachers. This is about the time of year that some are deciding whether to retire or not. They are attending the retirement workshops that their systems provide. They are looking at their pension and social security estimates. Have they saved enough extra in their 403b, 457 or IRA? How [...]
Economic Indicators and Why They Matter By Jeffrey D. Carlson, CFP® The economic recovery is top of mind in our national consciousness. Listen to the news and you’re likely to hear some nugget of information about the state of our economy, with leading economic indicators provided as evidence. But what are economic indicators, and why [...]
Every business that I come across would like to increase their sales, but a number of them resign themselves to the fact that the economy is slow, and so they will take what the market has to offer. I agree that the economy is slow, but sitting back and hoping that everything will turnout satisfactorily [...]
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long term ability to meet your financial [...]
Why the Crisis in Greece Matters to You By Jeffrey D. Carlson, CFP® The deteriorating economic situation in Greece is largely responsible for the recent selloff in global markets. Markets worldwide are paying close attention to economic conditions in Europe, and Wall Street is reacting to the televised images of riots and protests as Greece [...]
