Financial Planning & Wealth Management

2014 February Digest

Sansiveri’s February Digest is our eighth monthly summary of news, events and links that we have shared throughout the month. This condensed format allows us to quickly share with you a recap of topics, just in case you missed an earlier post or email. This issue includes information such...

MyRA: A New Way to Save

Employers may be offering a new, optional, retirement savings account to their employees by the end of 2014, compliments of the President’s executive authority, as announced in his State of the Union. MyRAs are considered a “starter” savings account aimed at the over 50% of employees whose employers don’t offer...

Retirement Income Gender Gap-Dealing With A Shortfall

When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you may find that reality is not in sync with your projections, and it looks like your retirement income will be...

SKWealth Shares a Survival Guide for Managing Investments

Last week SKWealth's Director of Investments, Matthew Neyland, CFA, CAIA, was featured in the Providence Business News issue dated 2/18-2/24. Matt's article was titled "A Survival Guide for Managing Investments"; which highlights very timely and relevant information. If you didn't have the opportunity to read Matt's article, [click...