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.
How Market Cycles Can Impact Retirements
Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression
2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
Are Gen Xers Planning for Retirement the Right Way?
Some are planning wisely, but others are beset by mistakes. Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-1980 are finding themselves caring for aging parents and
Wise Decisions with Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. It isn’t merely a matter of investment decisions that makes the
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”
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
A Biblical Response to Capitalism
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