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Do NCAA Tournament Winners Predict Market Returns?

If you’re a college basketball fan, this is your favorite time of year.   March Madness is in full swing. That means a full schedule of games every weekend, buzzer-beating finishes and unbelievable upsets. If you’re like many fans, your bracket is already a mess.   It’s nearly impossible to predict the outcome of the…

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4 Tax Tips to Consider for 2019

The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes last year? The recent tax law dramatically changed the tax code. For many Americans, the law means…

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Is the Downturn Threatening Your Retirement? 3 Tools to Protect Your Nest Egg

Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets ended 2018 on a down note. The S&P 500 finished the year down more than 6 percent, the first time it has ever finished a year negative after being positive…

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Can Baby Boomers Learn Financial Lessons From Millennials?

It’s graduation season. Perhaps you have family members such as children, grandchildren, nephews, nieces or others who are graduating from high school or college this year. Members of the current generation of graduates are known as millennials, a group loosely defined as those born between the mid-1980s and early 2000s.1 Millennials sometimes get a bad…

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What Can You Expect From the New Tax Law in 2019?

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the April 15 tax filing deadline will be upon us, and it will be time to submit your return. It’s always wise to meet with your financial professional at the beginning…

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More than 80% of retired Americans are stressed about their finances and health.  Joining them are the over  78 million Baby Boomers in the next decade.  Most are woefully unprepared.  The Retirement Peace Project provides non-commercial retirement education, planning and ongoing coaching.

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