Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Worry during retirement

What We Worry About

April 12, 2022

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement. However, new research shows that couples…

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Municipal Bonds

An Update on Municipal Bonds

April 5, 2022

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…

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remote-work-trend

Market Jitters

March 29, 2022

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…

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How Could Inflation Affect Your Retirement?

March 22, 2022

In recent months, Procter & Gamble has raised prices for its Tide, Gain, Downy and Bounce product portfolio. It recently announced that this spring, consumers also will start paying more…

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Retirement Plans for Self-Employed People

Retirement Plans for Self-Employed People

March 15, 2022

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and…

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The Fed Changes the ‘FAIT’ of Economic Recovery

March 8, 2022

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously used a 2% inflation target. If inflation rates fluctuated above…

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Millennials Step Up

March 1, 2022

In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…

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Financial Perspective: Marry, Cohabitate or Stay Single?

February 22, 2022

People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is…

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Market and Economic Outlook

February 15, 2022

The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…

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Ready to Take The Next Step?

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