Blog Archives

Today the S&P 500 closed at a five year high. In fact, it’s within shouting distance of an all time high. Another roughly 7% appreciation, and the stock market will once again reach an all time high. (The highest closing … Continue reading →

Just a note to update our post regarding IRA catch up contributions available to those over 50 years of age for 2013: Updated IRS regs show you may still make a $1000 additional catch up contribution to your traditional or … Continue reading →

The long term care insurance market has changed a lot in the last few years. Many companies have exited the business (Unum, Guardian Life, Allianz, MetLife, Prudential). A few of the companies remaining (Genworth) are not particularly well-rated, having their … Continue reading →

The outcome of the election in the US was simple, in our view: America decided to keep the status quo. The status quo – a Republican House, Democratic Senate, and Democratic Presidency – was what brought us the debt ceiling … Continue reading →

Maximum contribution levels to many retirement accounts rise next year. For instance, the 401k contribution rises to $17,500; the traditional IRA contribution goes to $5500. (“Catch-up” contributions for those over 50 remain the same, but add significantly to the amount … Continue reading →