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Charting a Safe Course Through Retirement

Charting a Safe Course Through Retirement

Retirement should be a time to enjoy the fruits of decades of working and saving, right?  Part of enjoying the retirement years is having the peace of mind that comes from understanding some aspects of retirement that many people don’t consider.

Q3 Quarterly Client Update

Q3 Quarterly Client Update

As we turn our calendars from the hot summer to temperate fall months, risk assets have started to cool with the weather, with volatility re-emerging in markets. Equities began the quarter by continuing their upward trend and breaking through record highs, driven by a dip in interest rates and robust corporate earnings reports.

International Literacy Day

The United States has a financial literacy deficit. According to FINRA’s 2018 State of U.S. Financial Capability Study, 53 percent of Americans say that thinking about their finances makes them anxious, and 44 percent feel that discussing their finances is stressful.

Should I make contributions to a Roth IRA or Roth 401(k)?

  When Financial Fitness for Life works with an employer that has the option of using a Roth 401(k) within their retirement plan, employees will often ask us: “Should I make contributions to a Roth IRA or Roth 401(k)?” While both of these accounts can provide...