Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Happy Halloween! We love seeing how our staff decorates for the holidays...Do you have anything extra spooky this year? Post a photo below :)
Stay safe everyone!
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#halloween2020 #CFP #financialplanning #hamiltonnj #princeton #mercercounty
Congratulations to Bill Sheehy - The Mission’s Volunteer of The Year
We are thrilled to honor Bill, the Chief Executive Officer of Sheehy & Molinelli, who generously donates (including raising funds by running in the Trenton Half-Marathon) and compassionately volunteers his time and photographic talent to The Mission,” said Mary Gay Abbott-Young, Chief Executive Officer of The Mission.
She added, “His portraits, which now grace our website, Annual Report and newsletters, uniquely capture the struggles that someone who is homeless is going through, as well as a glimmer of hope.”
“I am exceedingly conscious of how fortunate I am to have started life on second base,” said Bill.
“I just want to do something that can have a positive impact on changing the cycle of poverty – which deprives too many people from being raised with the advantages I had.”
Bill, who talks easily with anyone, is still haunted by what children in the city have told him when he asks them about their dreams. “They start by sharing what they do not want,” he said, “including: ‘I don’t want to be forced to join a gang,’ or ‘get pregnant by boys taking advantage of me,’ or ‘get beat up playing in my neighborhood,’ or ‘be forced to sell drugs.’”
“Those are not the aspirations I heard growing up in Yardley,” he said, shaking his head. “And it hit me. The privilege and advantages I had were simply because of circumstances and birthright – not intellect or ability.”
That solidified his belief that he “had to do something to try to help,” as he shared, “so that the futures of those who grew up in poverty are not preordained.”
“Bill’s generous financial donations, as well as his invaluable time and photographic talent have helped people to see those who are hungry and homeless in a new light,” said Mary Gay. “His portraits, as with everything here at The Mission, starts with creating a deep and meaningful connection.”
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
How do you analyze different investments? There is no easy answer and there’s a lot to know.
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Types of Stock Market Analysis
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
How prepared are you for retirement?
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The Pre-Retirement Checklist
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Join us for a webinar on Media Replay! In other words, are the news headlines of today much different than news headlines of the past?
Tomorrow we will be joined by David Ingram of Hartford funds to discuss how news headlines shape our perspectives and rationale.
Our goal is to help you see beyond today's worrisome headlines, and take advantage of future trends when building your investment strategies.
The online seminar is at 12pm tomorrow. We're looking forward to seeing you!
Please use the link below to register:
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Media Replay
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Bill Folds: How many does it take before a $20 bill tears?
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Life and Death of a Twenty Dollar Bill
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Bill Folds: How many does it take before a $20 bill tears?
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Life and Death of a Twenty Dollar Bill
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
SHEEHYWEALTH.COM
Four Really Good Reasons to Invest
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
SHEEHYWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
SHEEHYWEALTH.COM
Four Really Good Reasons to Invest
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
SHEEHYWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
SHEEHYWEALTH.COM
A New Way to Look at Your Bucket List
Do you know the difference between a global mutual fund and an international mutual fund?
SHEEHYWEALTH.COM
Global and International Funds
Bill Folds: How many does it take before a $20 bill tears?
SHEEHYWEALTH.COM
Life and Death of a Twenty Dollar Bill
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Over age 50? You may be able to catch-up on retirement.
SHEEHYWEALTH.COM
Catch-Up Contributions
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
SHEEHYWEALTH.COM
Four Really Good Reasons to Invest
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
SHEEHYWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
SHEEHYWEALTH.COM
A New Way to Look at Your Bucket List
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
SHEEHYWEALTH.COM
Password Protection Strategies
Over age 50? You may be able to catch-up on retirement.
SHEEHYWEALTH.COM
Catch-Up Contributions
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
SHEEHYWEALTH.COM
Four Really Good Reasons to Invest
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
SHEEHYWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
SHEEHYWEALTH.COM
Password Protection Strategies
Over age 50? You may be able to catch-up on retirement.
SHEEHYWEALTH.COM
Catch-Up Contributions
