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The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a

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

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn

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:

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

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

Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe

In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting ques

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

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes

This new personal finance series will save you thousands. What if you could get a huge deposit into your income account, have it grow at a g

When we are ready to retire we must convert the growth of our savings and investments into a source of regular and reliable income, an incom