Are You Retiring Within the Next 5 Years?
What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.
States Are Requiring Retirement Plans
Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no
Tax Efficiency in Retirement
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after
Good Reasons to Retire Later
Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more
Robo-Advisors vs. Human Advisors
If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance