Latest articles by Sean P. Lee, MSFS
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Which of These Three Types of Soon-to-Be Retirees Are You?
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?
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Plot a Smoother Retirement Journey with a Written Income Plan
Financial Planning Solving the retirement puzzle can require using investments for liquidity and growth, insurance products for income and principal protection and possibly alternative investments for diversification. That requires a plan.
Financial Planning -
10 Questions to Ask Your First, Next or (Maybe?) Last Financial Adviser
Financial Planning When it comes to your financial future, you can’t afford to settle. So get nosy. Question No. 1: Are you a fiduciary?
Financial Planning -
Ready for Stock Market Risk? Go Back to Basics to Find Out
Investor Psychology If the market’s record-setting run has you a bit nervous, it’s time to get real about risk.
Investor Psychology -
Creative Tax Strategies Can Stretch Your Nest Egg Years Longer
retirement How you tap into your retirement accounts could mean a world of difference. Sometimes going against popular thinking pays off.
retirement
