Latest articles by Scott M. Dougan, RFC, Investment Adviser
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What Is Your 'Enough Is Enough' Number for Retirement?
Chasing a 'magic number' for retirement can be anxiety-inducing. Instead, build your plans around a personal number that reflects your individual circumstances.
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Five Tax Strategies to Help Your Money Last in Retirement
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.
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How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.
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Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.
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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?
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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.
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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.
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'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.
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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.
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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.
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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.
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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.
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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
