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4 Steps to Take if You Lose Your Job Near Retirement
Being let go from a job later in life can lead to financial disaster, but there are some things you can do to help lessen the damage.
Doing Your Retirement Income Planning in the Right Order Matters
A strong retirement income strategy considers many factors, including the retiree’s unique financial resources and needs. How and when you tackle them is critical.
By Jerry Golden, Investment Adviser Representative • Published
What’s the Difference Between Average and Actual Rate of Return?
An average rate of return can mask losses over time, so what investors really want to keep an eye on is the actual rate of return.
By Carlos Dias Jr., Wealth Adviser • Published
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?
By Scott M. Dougan, RFC, Investment Adviser • Published
10 Common Investing Mistakes That Can Easily Be Avoided
Some of these missteps might be a given when you’re starting out. A financial adviser offers tips on how to stay on track for years to come.
By Vincent Birardi, CFP®, AIF®, MBA • Published
Is Your Money Really Working for You? A Math Lesson in Rates of Return
Getting a high average rate of return does not necessarily equate to actual money in our pocket. A personal finance expert explains why math doesn’t equal money.
By Kyle Winkfield • Published
Getting Ready for Retirement? We Explain Key Elements and Options
Retirement savings are just one component of your financial profile once you hit your golden years.
By Cory Chapman, Investment Adviser Representative • Published
What You Need to Know About 2023 Social Security Changes Beyond the COLA
The cost-of-living adjustment (COLA) isn’t the only change on tap for Social Security next year. Some modifications might make you rethink your retirement plans.
By Andrew Rosen, CFP®, CEP • Published
4 Barriers to Break Down for a Successful Retirement
Preparing for the next phase of life can help relieve some of today’s anxiety. Here are some solutions for overcoming a few of retirement’s roadblocks.
By Nicholas J. Toman, CFP® • Published
4 Ways Taxes Could Burst Your Retirement Bubble (and What You Can Do About Them)
Making your retirement plan more tax efficient now, says financial planner Shawn Mueller, can potentially save you some big tax headaches (and bills!) later.
By Shawn Mueller • Published