Retirement Plan Is Key to Confidence, Survey Finds20150616153421

Retirement Plan Is Key to Confidence, Survey Finds

AJ NorrisJune 16, 2015
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement account (IRA), reports the Employee Benefit Research Institute (EBRI). In its 2015 Retirement Confidence Survey, EBRI foun...
Retirement Plans for Small Businesses20150416153454

Retirement Plans for Small Businesses

AJ NorrisApril 16, 2015
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to i...
Social Security for all ages20150410132955

Social Security for all ages

AJ NorrisApril 10, 2015
For many U.S. Citizens, the Social Security System is a mystery. Social Security covers an estimated 96% of Americans. We don’t really think about our benefits until we are quickly approaching retirement. At this point you will begin to wonder how much you’re due, and when you ca...
Roth IRA Conversions20150326150603

Roth IRA Conversions

AJ NorrisMarch 26, 2015
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013....
What Is Inflation and Why Should You Care About It?20150317140509

What Is Inflation and Why Should You Care About It?

AJ NorrisMarch 17, 2015
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around. As a result, t...
Financial Survival After a Job Loss20150306131712

Financial Survival After a Job Loss

AJ NorrisMarch 6, 2015
You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan, take stock of your income, and cut your expenses....
Exchange-Traded Funds: Do They Belong in Your Portfolio?20150304153028

Exchange-Traded Funds: Do They Belong in Your Portfolio?

AJ NorrisMarch 4, 2015
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who like the idea of combining the diversification of mutual funds wi...
The Benefits of Tax-Advantaged Savings Vehicles20150302154322

The Benefits of Tax-Advantaged Savings Vehicles

AJ NorrisMarch 2, 2015
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.  But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider inc...
Myths and Facts about Social Security20150225150201

Myths and Facts about Social Security

AJ NorrisFebruary 25, 2015
Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s no doubt about it–Social Security is an important source of retireme...
Retired or Near Retired… Market Risk Takes On a Whole New Meaning20150213145617

Retired or Near Retired… Market Risk Takes On a Whole New Meaning

AJ NorrisFebruary 13, 2015
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, “What you don’t know can’t hurt you.” If you are retired or nearing retirement, what you don’t know or und...
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