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Featured Income Retirement

Stop Telling Retirement Investors They Need A Million Dollars

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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Featured Income Money Retirement

3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

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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Featured Money Retirement

This myth debunked: You don’t have to be wealthy to hire a financial advisor

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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Featured Income Retirement Taxes

How to Create a Tax-Efficient Retirement Income Plan

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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Annuities Featured Income Retirement

Retirement Income: Spotlight on Annuities

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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Featured Money Retirement

Feeling altruistic? This tax strategy can keep Medicare premiums in check

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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Featured Income Money Retirement Taxes

How A Contested Election Can Affect Your Retirement Plan

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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Featured Income Retirement Taxes

Your guide to the tricky tax rules of retirement

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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Featured Money Retirement

Good News, Seniors: Medicare Premium Increases May Be Capped for 2021

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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Annuities Featured Income Retirement

How to Invest for Capital Preservation

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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