A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of
Avoiding Large Losses in Your Portfolio
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." – Warren Buffett1 Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one
Are You Retiring Within the Next 5 Years?
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should
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
How Much Will You Spend When You Retire?
You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees should be
2017 Retirement Account Limits
How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs The 2017
Do Our Attitudes About Money Help or Hurt Us?
Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly
Good Retirement Savings Habits Before Age 40
You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement money,