Retirement-Articles

April 21, 2022

A Bucket Plan to Go with Your Bucket List

RETIREMENTREAD TIME: 2 MIN John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John […]
April 21, 2022

Your Changing Definition of Risk in Retirement

RETIREMENTREAD TIME: 3 MIN During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was […]
April 21, 2022

Retirement Income and the Traditional Portfolio

RETIREMENTREAD TIME: 4 MIN Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in […]
April 21, 2022

Systematic Withdrawals in Retirement

RETIREMENTREAD TIME: 3 MIN Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. […]
April 21, 2022

Catch-Up Contributions

RETIREMENTREAD TIME: 4 MIN A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. […]
April 21, 2022

What Is a Roth 401(k)?

RETIREMENT READ TIME: 5 MIN While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since […]
April 21, 2022

What’s So Great About a Rollover?

RETIREMENTREAD TIME: 4 MIN Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough […]
April 21, 2022

Caring for Aging Parents

RETIREMENT READ TIME: 4 MIN Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, […]
April 21, 2022

Women and Financial Strategies

RETIREMENT READ TIME: 3 MIN Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to […]