We strive to provide our client family and any visitors to our website with numerous informational news sources that we believe will be of assistance in their understanding of age-appropriate investing and the context behind the risk-biased perspective of the financial media. We share our own original content, as well as national and local news, that we believe will be valuable to you.
The mature investor does their own research. However, that doesn’t mean we can’t provide you with some of the tools. We want you know how the world around you interacts with and affects your retirement savings.
Here are links to some of the pages we read daily that are full of information on finance, the economy, politics, world affairs, and retirement planning. We highly recommend you incorporate them into your day as well.
MarketWatch.com For the most up-to-the-minute summary of economic and market news, articles, and connecting links to a wide variety of web publications, nothing beats MarketWatch.
BigCharts.com Click on “Markets,” then on “Major Market Indexes,” to track the advances/declines in any of dozens of stock market indices around the world.
SherylJMoore.com For the pulse of the insurance industry, recent news, articles, comparisons, and articulate commentary, no one beats Sheryl J. Moore. She is the “walking encyclopedia” of the annuity industry.
SSA.gov Check out your Social Security statement online, manage or calculate your benefits, read updates on changes to the Cost of Living Adjustment, and get answers to frequently asked questions!
RealClearPolitics.com An excellent source of opinion, news, analysis, videos and the latest polling data.
IRS.gov Download forms and get answers to your questions on the Treasury’s Internal Revenue site.
USInflationCalculator.com Find helpful information on the current inflation rate, changes in the Consumer Price Index, other updates on gas and food prices.
SOFAUSA.org We are proud to be affiliated with The Society for Financial Awareness. They are a non-profit organization who promote financial literacy and sponsor free educational workshops all over the United States, on a wide array of topics. Everything from Social Security, tax planning, long term care, refinancing your home, identity theft, improving your credit score, estate planning, options for a quality retirement – and many more.