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At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement

Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say

Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t

Here are five steps to take in order to help you make the transition.

As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you

Smart investors take the time to separate emotion from fact. When deciding how to allocate investments, many start by taking into account th

Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In

Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit

Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

Savers in their 30s saw an average 13.8% drop in their retirement plans between Jan. 31 and March 31 of this year. The COVID-19 crisis has b

The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty i

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also