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Does the 4% retirement rule still work? New research points to another strategy to maximize income

Today’s workers entering retirement face one big dilemma: What is the best way to turn their nest eggs into a steady stream of income? One ...
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The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It

What history actually shows us about midterm years Since 1950, nearly every midterm election year has produced a meaningful intrayear pullback in the ...
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Featured Retirement Taxes US News

Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.

Today we’re talking about retirement and how, as you approach it or change jobs, deciding what to do with your 401(k) can have ...
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Annuities Featured Income Retirement US News

Should seniors buy annuities if they have Social Security?

Between today’s issues with sticky inflation, rising healthcare costs and longer life expectancies, retirement income planning has gotten a lot more complicated. And, ongoing questions about the ...
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