The Pros and Cons of Early Retirement Plan Rollovers

Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by Jeff Gielau,ChFC Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still...

Strategic vs. Tactical Investing

How do these investment approaches differ? Provided by Jeff Gielau,ChFC Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach. While each approach...

Weekly Economic Update – July 19, 2021

In this week’s recap: Stocks retreat as inflation advances. Presented by Jeff Gielau,ChFC, July 19, 2021 THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in...

Weekly Economic Update – July 7, 2021

In this week’s recap: Employment reports and consumer confidence are up; stock market replies favorably. Presented by Jeff Gielau,ChFC, July 5, 2021 THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher...

Keep Your Life Insurance When You Retire

Some good reasons to retain it. Provided by Jeff Gielau,ChFC Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you...

The Taxation of Restricted Stock Units

What employees need to know. Provided by Jeff Gielau,ChFC Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. Remember that this article is for illustrative...