Archive for May, 2014

Retirement

5 Things to Share with Your Investment Counselor

5 Things to Share with Your Investment Counselor

By Martin Walcoe The more information you share with your investment counselor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.

by × May 22, 2014 × 0 comments

Retirement

Why Traditional IRAs Are So Popular

Why Traditional IRAs Are So Popular

By Martin Walcoe Millions of Americans have taken control of their retirement future by opening and investing in Individual Retirement Accounts since IRAs were first introduced in 1975. With assets totaling over $4.7 trillion, IRAs have become one of the most popular retirement savings vehicle in America. “The popularity of [...]

by × May 14, 2014 × 0 comments

Retirement

How Realistic Are Americans’ Retirement Dreams?

How Realistic Are Americans’ Retirement Dreams?

  By Martin Walcoe Recent generations of Americans have grown up with a picture of retirement that’s based on their parents and grandparents: Stopping working at around age 65 or sooner in order to spend the rest of their lives traveling, visiting children and grandchildren, indulging in hobbies and recreation, [...]

by × May 8, 2014 × 0 comments