Latest articles by Scott M. Dougan, RFC, Investment Adviser
-
Can You Build a Retirement Income Plan With Both Risk and Reliability?
Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you?
-
How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis?
retirement Give yourself a financial checkup today to see if you’re doing all that you can to have a healthy and happy retirement. Here are eight tactics to help boost your bottom line.
retirement -
COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth
Roth IRAs Considering the stimulus spending going on, tax rates this low aren’t likely to last, so take advantage now.
Roth IRAs -
'Golden Decade' Offers Golden Opportunity to Get Taxes Under Control
retirement If you are between the ages of 60 and 70, the time could be right to pump some money out of big, fat 401(k)s and traditional IRAs into tax-free Roth accounts.
retirement -
Lack of Financial Information Is No Longer the Problem. Knowing How to Process It Is.
Financial Planning The key to good financial decisions is knowing how to sort through the flood of information out there. How do you do that? Ask the right questions. Specifically, these five.
Financial Planning -
C.A.N. You Handle It? Dialing in Your Investment Risk
retirement Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing an appropriate portfolio for your retirement.
retirement -
You’re Just 5 Steps Away from Achieving Your Ideal Retirement
Financial Planning First off, do the math to find out if you have enough saved to actually retire.
Financial Planning -
Death of ‘Stretch’ IRAs Would Mean Loss of Flexibility for Beneficiaries
retirement If part of your estate plan is to leave a hefty IRA to your children or anyone else other than your spouse, you may want to start thinking about backup strategies now.
retirement -
5 Financial Roadblocks to a Secure Retirement
Making Your Money Last Preparing yourself for these potential pitfalls can help ensure that you're able to afford the life you want after you retire.
Making Your Money Last
