Latest articles by Barry H. Spencer, Registered Investment Adviser
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How Will the 2024 Election Affect Your Retirement?
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more.
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Is Market Risk Holding Your Retirement Nest Egg Hostage?
If you have plenty of retirement savings but still feel like you need to limit your spending, you might need an integrated retirement plan.
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Not Confident About Retirement Despite Financial Success?
You’re not alone. Uncertainty related to interest rates, government debt, long-term care and market volatility is making everyone uneasy. What can you do about it?
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Don’t Let Market Downturns Rain on Your Retirement Parade
Consider ‘timely investing’ vs. ‘time in the market’: Your lifestyle and retirement priorities dictate how you judiciously invest, rather than investment returns dictating your lifestyle.
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Are You Ready for Retirement? 5 Things You Should Think About First
retirement You’ve had a countdown clock running in your head for years, but unless you’ve planned for these five realities, you may not be ready to retire.
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6 Investment Tips That Can Reduce Worry in Retirement
retirement planning To do all the things you’ve dreamed of in retirement and not stress that your money will run out, you need to make the most of what you have with a smart, integrated investment, income and tax plan.
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5 Hidden Risks to Your Retirement Security
Making Your Money Last If you're focusing only on your investment portfolio as you prepare for retirement, you may be distracting yourself from what's most important for a good plan. And that mistake can come back to haunt you in unexpected ways.
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Don't Overlook These 5 Retirement Income Risks
Financial Planning Even if you've been a diligent saver, any of these often-overlooked dangers might pose a threat to your future happiness.
Financial Planning
