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The IRS announced in October 2014 new limits and adjustments that affect a wide range of retirement and pension plans for 2015. These new limits were prompted by an increase in the cost-of living index. Each year the IRS reviews the inflation indicators and decides whether contributions and income levels

EXECUTIVE SUMMARY • Recent manufacturing data from the Institute of Supply Management (ISM®) indicates the economy is growing. • The Federal Reserve brought an end to Quantitative Easing, while also indicating interest rates will remain low until economic data convinces them to do otherwise. (i) • Current data show that housing starts are

The Second Quarter came to an end with the Dow Jones Industrial Average at 16,826.6. In the first few days of July the DJIA briefly entered 17,000+ territory for the first time in history. Not to be overshadowed by the stock market, the Unites States energy industry was officially named the world’s

Executive Summary * Unlike 2013, the Commodities and Real Estate sectors have been the best performers in the first quarter of 2014. * Recent Market volatility has heightened public sensitivity to the potential of a decline in stock market values. * Long term market trends seem to suggest long term flat markets lead

The U.S. economy finished off 2013 mixed. With upward revisions to 3rd quarter Gross Domestic Product (GDP) from 2.8% to 4.1% it was a strong start to the last half of the year. Early estimates of 2% growth for the 4th Quarter, however, suggest the expansion may have been slowing in the 4th quarter.

In 2010 something happened for the first time ever, a majority of Americans claimed to be planning for an early retirement. According to a recent Gallop poll, that percentage has only increased. Early retirement is a right many workers have earned. However, it may not be the best option for a stress