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Somerset Wealth Strategies
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Objective Advice from Independent Advisors
Objective Advice from Independent Advisors

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The good news: Employer-sponsored retirement plans and individual retirement accounts have risen since last year.

The bad news: People are still worried about retirement savings, even when they save, and millennials in particular are anxious about their finances (which does not bode well for stashing away money for the future).

#financialplanning #retirement #moneymatters #investing #nestegg
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Here are three funds that represent the best combination of flexibility and moderate risk. All are geared to prosper as rates rise.

#financialplanning #moneymatters #retirement # investing
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According to a recent survey of workers approaching retirement, the most common financial regret or mistake cited was a failure to start saving earlier.

#financialplanning #retirement #Investing #moneymatters #personalfinance
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While the busy excuse may work on your garden, it won't fly with investing.

#financialplanning #investing #moneymatters #retirement
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Shares of the social media giant fell 19 percent, wiping out roughly $120 billion of shareholder wealth, among the largest one-day destruction of market value that a company has ever suffered.

#financialplanning #marketnews #moneymatters #investing #Facebook
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Talking about how much money we'll need to take care of our children as they grow is something in most retirement savings conversations. But there’s another important set of people you may want (or need) to account for in your planning, ones whose financial, emotional and logistical needs may not be top-of-mind right now: your parents.

#financialplanning #moneymatters #retirement #personalfinance #nestegg #moneymanagement #investing #goldenyears
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Somerset President Andrew Murdoch's article asserts that, for most annuity buyers, guaranteed principal, with some upside potential and guaranteed lifetime income is an unbeatable combination.

#financialplanning #moneymatters #annuities #fixedindexedannuities #FIAs #investing #nestegg #retirement #moneymanagement #personalfinance
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That comfy retirement you've always dreamed of will require a sizeable nest egg, so it's wise to start investing early.

#financialplanning #retirement #moneymatters #personalfinance #moneymanagement #investing #nestegg #GoldenYears
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"Observers can say what they will about bullfighting, or investing for that matter, but the lesson here may be that over long periods, the bull eventually wins."

#marketnews #financialplanning #moneymatters #retirement #Investing
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You want to make sure you meet your legal obligations to your spouse while exercising as much control over your assets as possible.

#financialplanning #estateplanning #moneymatters #divorce
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