Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.
Learn more about retirement planning from our financial advisors below.
“Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the. . .
Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401(K) accounts or other qualified plans. It is not uncommon for these accounts to. . .
“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed. . .
As an advisor, I meet with single women quite often. Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained. . .
“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw. . .
According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this. . .
This is the most critical part of retirement. It is not necessarily the amount of money you have; it is the amount of income you can get off of it. . .
Greed and fear are human emotions, and with them can come human mistakes. Fear: an unpleasant emotion caused by the belief that there is a threat that could harm you.. . .
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