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    Fourth Quarter Preview: What to Expect for the End of 2020
    Dan Casey
    • Sep 15, 2020
    • 3 min

    Fourth Quarter Preview: What to Expect for the End of 2020

    It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also...
    8 views0 comments
    COVID Economic Update: Is a Second Stimulus on the Horizon?
    Dan Casey
    • Sep 1, 2020
    • 2 min

    COVID Economic Update: Is a Second Stimulus on the Horizon?

    As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8,...
    6 views0 comments
    What to do after you max out your 401(k)?
    Dan Casey
    • May 15, 2020
    • 4 min

    What to do after you max out your 401(k)?

    Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held...
    62 views0 comments
    Are You Facing a Retirement Tax Bomb?
    Dan Casey
    • Mar 26, 2020
    • 3 min

    Are You Facing a Retirement Tax Bomb?

    Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the...
    64 views0 comments
    What Does the 2020 Election Mean for Your Portfolio?
    Dan Casey
    • Mar 11, 2020
    • 4 min

    What Does the 2020 Election Mean for Your Portfolio?

    The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you...
    26 views0 comments
    Volatility vs. Risk: What's the Difference and How Do They Impact Your Portfolio?
    Bridgeriver Advisors
    • Nov 11, 2019
    • 3 min

    Volatility vs. Risk: What's the Difference and How Do They Impact Your Portfolio?

    Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can...
    69 views0 comments
    Women & Retirement Planning: 2 Unique Challenges
    Bridgeriver Advisors
    • Aug 21, 2019
    • 3 min

    Women & Retirement Planning: 2 Unique Challenges

    Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study...
    31 views0 comments
    How Retirement Has Changed Over the Last 30 Years
    Dan Casey
    • Aug 9, 2019
    • 3 min

    How Retirement Has Changed Over the Last 30 Years

    The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned....
    37 views0 comments
    College Planning vs. Retirement Planning
    Bridgeriver Advisors
    • May 9, 2019
    • 3 min

    College Planning vs. Retirement Planning

    Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or...
    18 views0 comments
    How to Find Hidden Assets in Your Strategy
    Dan Casey
    • Apr 29, 2019
    • 4 min

    How to Find Hidden Assets in Your Strategy

    Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many...
    19 views0 comments
    Do NCAA Tournament Winners Predict Market Returns?
    Dan Casey
    • Mar 22, 2019
    • 4 min

    Do NCAA Tournament Winners Predict Market Returns?

    If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of...
    11 views0 comments
    4 Tax Tips to Consider for 2019
    Bridgeriver Advisors
    • Mar 11, 2019
    • 4 min

    4 Tax Tips to Consider for 2019

    The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with...
    46 views0 comments
    3 Tips to Help You Survive a Market Downturn in Retirement
    Dan Casey
    • Apr 10, 2018
    • 3 min

    3 Tips to Help You Survive a Market Downturn in Retirement

    Original Post For nearly nine years, investors have enjoyed one of the longest bull markets in history. However, recent volatility...
    87 views0 comments
    Are You Underestimating Your Retirement Needs?
    Dan Casey
    • Sep 11, 2017
    • 3 min

    Are You Underestimating Your Retirement Needs?

    While you may not be able to predict your retirement funding needs with complete accuracy, you can create an informed estimate.
    68 views0 comments
    Is a Pension or a 401(k) Better for Your Retirement?
    Dan Casey
    • Aug 22, 2017
    • 4 min

    Is a Pension or a 401(k) Better for Your Retirement?

    The differences between defined-benefit plans and defined-contribution plans, such as 401(k)s, can be subtle, but they’re significant.
    118 views0 comments
    70 Is the New 65: Are You Prepared?
    Dan Casey
    • Jun 22, 2017
    • 3 min

    70 Is the New 65: Are You Prepared?

    Historically, 65 has served as traditional retirement age. Many people become eligible for Social Security and Medicare at 65. Some...
    53 views0 comments
    Annuity Withdrawals: Answers to Your Questions
    Dan Casey
    • Jun 16, 2017
    • 4 min

    Annuity Withdrawals: Answers to Your Questions

    Are you considering using an annuity to generate retirement income? Depending on your needs and objectives, that could be a good idea....
    68 views0 comments
    Whom Should You Name as Your ROTH Beneficiary?
    Dan Casey
    • Apr 25, 2017
    • 3 min

    Whom Should You Name as Your ROTH Beneficiary?

    Are you one of the millions of Americans using a Roth IRA as a retirement savings vehicle? The Roth IRA has officially become more...
    35 views1 comment
    What is Your Strategy For Inflation Risk in Retirement?
    Dan Casey
    • Apr 11, 2017
    • 4 min

    What is Your Strategy For Inflation Risk in Retirement?

    Today’s retirees face an unprecedented level of financial risks. People are living longer than ever, stretching the amount of time that...
    21 views0 comments
    How a Roth Conversion Can Save You Money in Retirement
    Dan Casey
    • Jan 25, 2017
    • 3 min

    How a Roth Conversion Can Save You Money in Retirement

    One common myth about retirement is that once you stop working, you’ll no longer have to pay taxes. Retirees face many expenses in...
    6 views0 comments
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