Category

Investments

Tax Savings Alert for Indiana Residents

If you are paying for college (for yourself or someone else), get ready for a huge tax savings on your Indiana state tax return! The Indiana Code (IC 6-3-3-12) provides a tax credit for contributions to the Indiana CollegeChoice 529… Continue Reading →

Annuity: Check the Fine Print

The regular ups and downs of the stock market are a thrill ride many people don’t want to take. We want some assurance that our hard-earned money won’t disappear in a market downturn. That’s the very moment that the annuity… Continue Reading →

How to Handle a Bear Market

A client recently expressed concerns about a coming decline in the value of stocks. She’s right to be concerned – we are entering the seventh year of rising market values. Since March 2009, the S&P 500 index is up 200 percent. This… Continue Reading →

Investing in Gold

“These are troubled times and gold has always been the ultimate hedge against economic volatility and crisis.” Gold has stood the test of time as a reliable store of wealth, especially in unstable times.” The above quotes are from two… Continue Reading →

How Much Money Do I Need for Retirement?

Do you know how long your current retirement savings will last? Most American households have far less than they need for retirement. According to a study by the National Institute on Retirement Security, “62 percent of working households age 55-64 have… Continue Reading →

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