Archives by: National News

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Stop Telling Retirement Investors They Need A Million Dollars

Featured Income Retirement
The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

Featured Income Money Retirement
Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
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This myth debunked: You don’t have to be wealthy to hire a financial advisor

Featured Money Retirement
There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
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How to Create a Tax-Efficient Retirement Income Plan

Featured Income Retirement Taxes
By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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Retirement Income: Spotlight on Annuities

Annuities Featured Income Retirement
Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Feeling altruistic? This tax strategy can keep Medicare premiums in check

Featured Money Retirement
This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. There’s an incentive for being ...
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How A Contested Election Can Affect Your Retirement Plan

Featured Income Money Retirement Taxes
November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
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Your guide to the tricky tax rules of retirement

Featured Income Retirement Taxes
When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. ...
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Good News, Seniors: Medicare Premium Increases May Be Capped for 2021

Featured Money Retirement
If there’s one expense that tends to increase for seniors from one year to the next, it’s healthcare, and that extends to Medicare. While Medicare Part A, which covers ...
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Why the Market Is Booming and the Economy Is Struggling

Featured Money News US
WHY IS THE STOCK MARKET going up when the economy is in trouble? If you’re an investor, this question has likely been on your mind. After all, we’re in ...
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