Cost of Living at zero – hard to believe!

Archive for November, 2015

By Cindy Szymanski, CFP®, Financial Advisor Well, it’s official – the government has determined that inflation is pretty much at zero. So, for the 3rd time since 1975, there will be no cost of living adjustment (COLA) for social security recipients in 2016! You may ask, how does the government make this determination? Well, for […]

Individual Bonds vs. Bond Mutual Funds

By Jack K. Riashi, Jr. CFP®, Financial Advisor A debate has been picking up steam in our industry between individual bonds and bond mutual funds ever since interest rates jumped substantially in April and May of 2013. During that period, the 10-year Treasury bond yield jumped nearly 1.00%, which was one of the biggest increases […]

By Ken Bloom, J.D., LLM As the baby boomer generation ages and begins to face retirement, those boomers who are business owners face different decisions that go beyond making sure their retirement portfolio is in order. Often they worked long and hard to build their businesses and now want to either slow down or fully […]

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