The Financial Resource Group

05/16/2022

Stocks are cheaper than they've been over the last 5 and even 10 years. There some opportunity out there for patient investors with a good strategy!

The bulls are beginning to stalk the stock market carnage. Here's what to watch in the markets on Monday, May 16, 2022.

05/09/2022

Market declines can be difficult to navigate, but knowing a full recovery may be closer than we think can help remind us to stick with a well designed strategy and come out ahead!

https://www.guggenheiminvestments.com/mutual-funds/resources/crucial-conversations/putting-pullbacks-in-perspective

01/04/2022

Happy Prosperous New Year!

A New Year for investors is here. It's time for a few predictions!

12/06/2021

Taxes aren't going down. Is your financial portfolio prepared?

Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) withdrawals.

12/01/2021

There's still time to do a Roth conversion for 2021! This strategy may not be around forever so make sure Roth conversions are part of your year-end considerations!

Learn what Roth conversions are and the mechanics behind them.

11/29/2021

Leave your job, but don't orphan your 401(k)!

Don’t leave your savings behind!

11/16/2021

The 4% Rule may not work for everyone these days. Of course, no rule fits every scenario and rules were meant to be broken! No retirement plan can be built on one rule, make sure you are working with an advisor that helps you know the questions to ask.

Is the 4% Rule no longer a viable strategy for withdrawing retirement savings? That’s the question Morningstar researchers asked when they reexamined this well-known rule of thumb. Developed in the 1990s, the 4% Rule stipulates that a retiree should withdraw … Continue reading → The post New R...

11/15/2021

It's about more than how much you save. Are you working with an advisor that helps guide your family into and through retirement?

Have a question about your own retirement savings? Email us at [email protected]

11/08/2021

History isn't always right, but it does tend to repeat itself! Cheers to a strong November!

The strongest five-session stretch for stock market returns is upon us, says LPL Financial Chief Market Strategist Ryan Detrick. November as a whole isn't bad, either.

11/04/2021

A good sign for the economy, but how will this impact your portfolio? Let us know if you have questions!

The Fed will begin reducing, or tapering, its monthly purchases of bonds starting in December 2021, citing a strong economic rebound.

11/03/2021

It's a great problem to have but still a very important planning consideration!

If you've already maxed out your Roth IRA this year but want to stash away more for retirement, here are five other places to put your money.

10/22/2021

Success in retirement is about more than just smart saving, it's also about wise spending. Now is a good time to review your Medicare plans and make sure you're getting the right coverage for the right price.

How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage.