Retirement Milestones Every Retiree Should Know

Retirement is a significant milestone in life, and it's important for retirees to be aware of the important ages they will encounter along the way. In this article, we'll explore the key ages every retiree should know and provide tips and advice to help you navigate each stage with confidence and ease. So, let's dive ...

2023-05-01T12:50:26+00:00May 1st, 2023|Blog, Retirement Planning|

Retirement Planning and Current Economic Conditions

The economic state we are in right now is intricate and, in some ways, has never been experienced before. The coronavirus has caused massive alterations in how the market functions, and we need to change our approach to retirement planning. Inflation Government payouts were a prominent feature of the pandemic. However, the danger is that ...

2023-04-10T15:39:50+00:00April 10th, 2023|Blog, Economy, Retirement Planning|

Buffer ETFs Can Limit Investing Losses in Uncertain Times

Originally published on Kiplinger.com. A relatively new financial tool can help solve the investment risk-reward puzzle by providing a buffer on potential investing losses before they occur: buffer ETFs. The concept of risk and reward not only shapes investment portfolios, it shapes how we make choices in the world. Think back to your school years. ...

2024-03-05T18:20:47+00:00March 29th, 2023|Blog, Retirement Income Planning, Retirement Planning|

5 Questions to Understand Your Retirement Needs

Feeling uncertain of how much money you'll require when you retire? It's a typical worry among Americans nearing retirement. This blog provides some advice on ways to start gauging your financial demands, as well as some suggestions on how to bolster the duration of your savings and find success in retirement. How Much Should I ...

2023-03-14T17:14:35+00:00March 27th, 2023|Blog, Retirement Income Planning, Retirement Planning|

59.5 Brings Half Birthdays Back into Style!

Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your life in retirement. If you are arriving at 59.5 this year, you will be qualified to pull from your retirement funds without ...

2023-01-24T18:10:16+00:00January 24th, 2023|Blog, Retirement Income Planning, Retirement Planning|

What Went Wrong with the 60/40 Portfolio?

The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided a balanced benefit, with high growth potential from stocks and a safety net from bonds.[1] The assumption was that stock and bond markets would ...

2023-01-09T16:18:26+00:00January 9th, 2023|Blog, Investing, Retirement Planning|

Know This End-of-Year Roth IRA Strategy!

One way or another, Individual Retirement Accounts will be involved in retirement planning these days. Whether you want to roll over a 401(k), time your withdrawals optimally, or make catch-up contributions, your IRA strategy may be one of the key components of your income strategy. However, there is a little-known timing strategy to get more ...

Remember the Financial Fundamentals for a Sturdy Retirement

Having a strategy for how to invest your money so that you’re set for retirement is crucial to achieving the retirement you hope for. With no external income coming in, you'll need to follow a new set of rules for managing your retirement income, expenses, and investments—not just to keep your portfolio growing—but to ensure ...

2022-12-19T15:02:22+00:00December 19th, 2022|Blog, Financial Planning, Retirement Planning|

Solving for Variables in Retirement

Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as more multiple variables started appearing, it got more complicated. Unfortunately, when planning for retirement, there are often several variables at play – an unpredictable market, ...

2022-12-07T16:07:21+00:00November 14th, 2022|Blog, Financial Planning, Retirement Planning|

Is Now the Time to Revisit Your Financial Plan?

When the market is at an all-time high, you may not be worried about running out of money in retirement. Your house may be paid off, the kids are grown up and are financially independent, and there’s always Social Security to fall back on. But what about when your retirement expectations aren’t met? While the ...

2022-12-07T16:07:04+00:00November 7th, 2022|Blog, Financial Planning, Retirement Planning|
Go to Top