2nd Quarter Economic Update

by | Jul 10, 2020 | Quarterly

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...

Before You Claim Social Security

by | Jul 7, 2020 | Newletters

A few things you may want to think about before filing for benefits.Provided by Jon Robertson Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few...

FAQs About the 2020 Stimulus Checks

by | May 19, 2020 | Newletters

Answers to some frequently asked questions. Provided by Jon Robertson  The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending millions of Economic Impact Payments – or as they are commonly called,...

Weekly Economic Update May 11, 2020

by | May 19, 2020 | Newletters, Weekly

Presented by Jon Robertson May 11, 2020 In this week’s recap: unemployment reaches an historic high, while stocks climbed in response to economic re-openings. THE WEEK ON WALL STREET Despite an historic downturn in employment, stocks managed to climb higher last week...

QUOTE OF THE MONTH

by | May 19, 2020 | Monthly

Monthly News and Information for Current and Future Retirees Presented by JON ROBERTSON – MAY 2020 Quote of the Month “Reputation is what other people know about you. Honor is what you know about yourself.” LOIS MCMASTER BUJOLD   HOW SHOULD PRE-RETIREES...