We've learned a few things about managing money as a pair from our experience assisting hundreds of couples with their retirement and our recent celebration of five years of marriage. In a relationship, money can be very personal and can lead to tension if the two of you are not able to come to an agreement on it.

The time between retiring and when your required minimum distributions (RMDs) and Social Security income streams start to rise again is known as the "valley." The sooner you retire and the longer you postpone receiving Social Security benefits, the more money you may live off of.

As we're edging the second half of this month, I wanted to give you this month's market update. I want to provide you an update on the Charles Schwab / Ameritrade merger, tell you about two indicators that are generating a buzz in our economy, some exciting news about the annuity market, and a little bit more about two investment products that might be the right fit for you. So click the button below to know more.

Contrary to popular belief, which is reinforced by the constant barrage of Medicare advertisements and mailers, you are not able to just alter your Medicare coverage whenever you choose.

Gambling can either be a disastrous or enjoyable small game amongst friends. For instance, there's a distinction between, say, losing a $100 wager on your preferred NFL team and going bankrupt at ninety.

We're revamping our client services by introducing our support channel. From now on, any inquiries you have regarding your accounts (via email), please add support@copleyfg.com as the recipient. We're introducing this approach to have anyone from our staff help you in any matter you have, leading to an even faster response time from our end.

According to statistics recently analyzed by Fidelity Investments on its retirement account customers, 37% of Baby Boomers—those born between 1946 and 1964—have larger equity holdings than they should.

We are still dealing with the merger of Charles Schwab and TD Ameritrade, and there is a date when this will be completed. Also, the BRICs (Brazil, Russia, India, and China) have made a decision regarding their currency that would impact the US Dollar. And we have a new BIP offer that I want to review with you.

Despite more than 18 months of warnings from economists, strategists, and other market experts, the United States economy has thus far avoided a recession.

As sustainable, responsible, and impact investing (SRI) continues to gain popularity, more investors have questions and are curious to see if it is right for them.