At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann
Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn
Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica
With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing
After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:
Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say
Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret
If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t
Here are five steps to take in order to help you make the transition.
As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you
Smart investors take the time to separate emotion from fact. When deciding how to allocate investments, many start by taking into account th
Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In
Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl
Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a
Many men and women approach money management and financial wellness differently and this difference often extends to planning for retirement
Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte
Savers in their 30s saw an average 13.8% drop in their retirement plans between Jan. 31 and March 31 of this year. The COVID-19 crisis has b
For the past few decades, people have been living longer than what Social Security was designed to pay out for. Millions of new retirees are