1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Regent Wealth Management
Jared M. Elson is managing partner at Regent Wealth Management in Morgan Hill, California. Elson is a graduate of San Jose State University with a degree in communication and business. He is a Series 65 securities licensed Investment Adviser Representative (IAR), as well as a California licensed life and health insurance agent (license # 0G49301). He specializes in retirement and estate planning and participates in continuing education training and workshops yearly.
Can you afford $8,000 per month for care? Chances are, you'll need it at some point. Some solutions to that pricey problem include long-term care insurance, "living benefits" and annuities.
See More From: Building Wealth
When it's time to start pulling money out of your retirement savings, it's nice to know that dividends are pumping it back in. But you've got to be careful when picking which dividend payers to rely upon.
Thanks to all the hubbub, retirement savers are more savvy about fees. What they now know: How your adviser is paid can reveal possible conflicts of interest.
As you approach retirement, you need to be more aware of sequence risk and adjust your portfolio accordingly.