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Yearly Archives: 2020

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  2. 2020>
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Annuities Have Been Around For Longer Than You Think

  • Post author:admin
  • Post published:March 25, 2020
  • Post category:Articles

As the Stock Market wobbles, it has some thinking about โ€œsafe moneyโ€ investments. The idea of having money saved up for retirement and receiving income during that period didn't start…

Continue ReadingAnnuities Have Been Around For Longer Than You Think

Stock Market Plunge: Have A Plan

  • Post author:admin
  • Post published:March 18, 2020
  • Post category:Articles

Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows! Market volatility can lead to some serious stress on the part of new and old…

Continue ReadingStock Market Plunge: Have A Plan

Coronavirus and Your Travel Plans

  • Post author:admin
  • Post published:March 10, 2020
  • Post category:Articles

Coronavirus is continuing to spread worldwide since its origination in China. The virus has entered countries in the Middle East, countries in Europe and even America. It is important to…

Continue ReadingCoronavirus and Your Travel Plans

Savings vs. Income in Retirement

  • Post author:admin
  • Post published:March 10, 2020
  • Post category:Articles

When thinking about retirement, you should make sure to have a clear understanding of savings vs. income. When thinking about retirement, many think about a particular savings amount that they…

Continue ReadingSavings vs. Income in Retirement

Thinking About Rolling Over Your 401k?

  • Post author:admin
  • Post published:March 10, 2020
  • Post category:Articles

An increasing number of employers offer 401(k) plans for their employees. It's estimated that the average employee will have 10 jobs before they hit 40 years old. This means that…

Continue ReadingThinking About Rolling Over Your 401k?

Changes to Required Minimum Distribution Rules

  • Post author:admin
  • Post published:March 10, 2020
  • Post category:Articles

With the passage of the SECURE Act in December 2019, current and future retirees can expect to see significant changes which are likely to impact their tax planning for retirement.…

Continue ReadingChanges to Required Minimum Distribution Rules
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Our Services

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  • Generational Vault

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    • Retirement Planning
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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cratty & Swanson Advisors L.L.C. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cratty & Swanson Advisors L.L.C. a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Cratty & Swanson Insurance Services LLC (CA #0G94679), an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Mexico or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.