BLOG

Tag: Retirement Plan


Reverse Mortgages

November 29, 2016

If you watch much television then you have probably seen at least one commercial with a senior citizen celebrity encouraging you to consider a reverse mortgage. Reverse mortgages have been around since 1988 and now that the number of people entering retirement is rising quickly (almost 10,000 per day) many are considering this option as one of the tools available to fund their lifestyle.

Read more »

It’s the Most Wonderful Time of the Year

November 22, 2016

The holiday season is upon us. It has always been a great time to show thanks for what we have, reflect upon the year, and look forward to the year to come. It is also the perfect time for me to directly thank all of our clients who have entrusted so much to us. Some of you are brand new clients while others have been clients for decades.

Read more »

Third Quarter 2016 Review

October 24, 2016

The S&P 500 finished up 3.31% for the quarter. All of the quarter’s positive performance was found in July, with the S&P 500 remarkably posting -0.12% in both August and September. After the initial move in early July, the S&P 500 experienced 43 consecutive days (mid-July through early September) without a 1% move in either direction, one of the least volatile periods over the past 20 years.

Read more »

The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

Read more »

Income Distribution in Retirement

March 31, 2016

Polaris Greystone prides itself on guiding clients through their financial lives. For younger clients, we concentrate on the accumulation of wealth in their portfolio. As our clients age and near retirement, we focus on the best way for them to start drawing upon their portfolio to supplement their income needs.

Read more »

Financial Planning Updates for 2016

February 19, 2016

We are always striving to help improve our clients’ financial lives. Our Managing Partner, Jeff Powell, has done a great job writing about the markets and what Polaris Greystone Financial Group (PGFG) is doing from a portfolio management perspective.

Read more »