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The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It

Featured Money News Taxes US News
What history actually shows us about midterm years Since 1950, nearly every midterm election year has produced a meaningful intrayear pullback in the S&P 500. The average intrayear ...
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Should seniors buy annuities if they have Social Security?

Annuities Featured Income Retirement US News
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 sustainability of the Social Security ...
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What Is a Good Monthly Income in Retirement?

Featured Income Retirement
Key Takeaways Sources of retirement income include Social Security, retirement accounts, pensions and employment wages. Retirees can expect to spend 80% of their preretirement income in retirement, according ...
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5 Steps to Retirement Planning: An Introduction and How-to Guide

Featured Income News Retirement US News
A financially secure retirement starts with making a plan. There are two main steps: start with how much money you’ll need and your priorities, then choose account types ...
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Is Now a Good Time to Buy an Income Annuity?

Annuities Featured Money Retirement Taxes
Almost all retirees receive at least some form of guaranteed lifetime income, most commonly Social Security. For many households, Social Security represents the largest cash flow source in ...
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Is Delayed Retirement Bad for Your Health?

Featured Global News Lifestyle News Retirement
The actual data paints a very different story about whether working into old age will kill you. Only 73% of men who are retired by age 65 are ...
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Is Retirement Hazardous for Your Health?

Featured Lifestyle News Retirement US News
Cedars-Sinai Experts: Key to Healthy Retirement Is Staying Socially, Mentally, Physically Active By Kelsie Sandoval When Carrie Elam wakes up at 6 a.m., she begins her day with ...
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Enough With ‘Business as Usual’ Financial Advice: When The World Feels Like It’s Out of Control, This Is How I Reassure Clients

Advisors Contributors Featured Money News US News
Over the past 25 years, investors have lived through an extraordinary range of economic disruptions: Wars, global financial crises, recessions, a pandemic and surging inflation. I’ve walked with clients ...
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Here’s what can happen to a retirement portfolio when stocks are volatile (and how to hedge against it)

Annuities Featured Income Retirement
The stock market has experienced significant ebbs and flows over the past year, with everything from tech innovations to new federal policies driving volatility, and there have been lots ...
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Market volatility poses a serious risk for new retirees. Here’s how to prepare

Annuities Featured Income Money News Retirement US News
If you’re within a decade of retirement, the current stock market volatility may be a good reminder of a key risk that lies ahead for your nest egg. While stocks ...
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