2021 Retirement Confidence Survey

A deep dive into workers' expectations in retirement versus actual income sources.   Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Was your

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop

A 2019 Market Review

Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we

Systematic Withdrawal Strategies

Should you arrange automatic distributions from your retirement or investment accounts?   Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This