Retirement Plan Is Key to Confidence, Survey Finds
[vc_row][vc_column][vc_column_text]Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or […]
Retirement Plans for Small Businesses
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for […]
Roth IRA Conversions
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 […]
What Is Inflation and Why Should You Care About It?
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The […]
Financial Survival After a Job Loss
You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss […]
Exchange-Traded Funds: Do They Belong in Your Portfolio?
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and […]
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building […]
Retired or Near Retired… Market Risk Takes On a Whole New Meaning
Terry L. Norris, CFP®, CLU, ChFC President & Founder Norris Financial Group, LLC 864.235.6408 terry.norris@norrisfinancialgroup.com Often times we have heard the phrase, […]
Inflation and Bonds: The Ups and Downs
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because […]
US Misery Index
The Misery Index was created by Arthur Okun, an economist and adviser to President Lyndon Johnson. It is calculated by adding the unemployment […]