Tyson Farmer

April 21, 2022
Smiling seniors enjoying retirement benefits together.

Does Your Portfolio Fit Your Retirement Lifestyle?

RETIREMENTREAD TIME: 3 MIN Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, […]
April 21, 2022
A graph of the tipping point

Eight Mistakes That Can Upend Your Retirement

RETIREMENTREAD TIME: 4 MIN Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer […]
April 21, 2022
Comparison infographic between Ferrari and Porsche cars highlighting performance and cost differences.

Three Key Questions to Answer Before Taking Social Security

RETIREMENTREAD TIME: 3 MIN Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should […]
April 21, 2022
Infographic outlining concerns and strategies for retirement living.

Is a Variable Annuity Right for Me?

RETIREMENTREAD TIME: 3 MIN For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.” Commentators in the financial media seem to […]
April 21, 2022
Chart comparing expected retirement income sources by gender.

IRA Withdrawals that Escape the 10% Tax Penalty

RETIREMENTREAD TIME: 4 MIN The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty […]
April 21, 2022
Illustration showing a green leaf and blue pie chart with percentages beside a machine.

Choices for Your 401(k) at a Former Employer

RETIREMENTREAD TIME: 4 MIN One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision […]
April 21, 2022
Person pointing at a colorful map or diagram on paper.

Social Security: The Elephant in the Room

RETIREMENTREAD TIME: 4 MIN For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and […]
April 21, 2022
Illustration showing how a trust works in estate planning.

Social Security: Five Facts You Need to Know

RETIREMENTREAD TIME: 8 MIN Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. […]
April 21, 2022
A person signing a document

Social Security: The 64,000 Dollar Question

RETIREMENTREAD TIME: 3 MIN One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 […]