Archive for the
‘Retirement’ Category

On May 17, rebel Financial’s president, Phil Ratcliff gave a quarterly update on how we create client portfolios. He covered three topics: making smart investments, economics, and behavioral trends. Phil shares how rebel Financial is doing in each of these areas as the company continues serving their clients in the best way possible. Investments Investing [...]
Millennial's now make up a large part of the workforce, being one of the biggest generations ever and their spending habits have the power to change our future. Our world is advancing at rapidly and it has majorly impacted one group of consumers: Millennials. Not only do they have more progressive values and opinions, but millennial [...]

Have you ever enjoyed a glass of wine at dinner and wondered what the one-percenters are enjoying at their tables? Or, perhaps, the one-tenth-of-one-percenters?   Sotheby’s, the auction house based in New York, London and Hong Kong, recently released its 2018 Wine Market Report, which is a summary of the auction action last year among […]

Older Marrieds      Nobody seems to have a good explanation for it, but American adults are increasingly delaying marriage. According to the most recent population survey by the U.S. Census bureau, the median age at first marriage in the U.S. is now nearing age 30—29.8 for men and 27.8 for women. That’s up from 27.1 and […]

DB Plan for All Few people have a defined benefit pension plan any more, thanks to the popularity of the 401(k).  But the DB concept is simpler: a corporate annuity that pays out retirement income every year based on the amount contributed to the plan over the years.  Yes, you can buy annuities on the […]

Deficit Funding Many were alarmed when, on June 5, the good people who run Medicare and Social Security released a report that said that the Medicare program will become insolvent in 2026 and Social Security will face a similar fate in 2034.  The Medicare projection is three years earlier than the previous report, while the […]

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