Home
Featured

Featured

Featured Income Money News

Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare

By National News
April 15, 2022
While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
Read more 0
Annuities Featured Income Retirement

Why rising interest rates threaten bond funds

By National News
April 8, 2022
Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
Read more 0
Featured Money News Retirement

SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?

By National News
April 1, 2022
KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
Read more 0
Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

By National News
March 25, 2022
When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
Read more 0
Featured Retirement Taxes

Required Minimum Distribution Confusion in 2022

By National News
March 10, 2022
Required minimum distributions have gotten a little bit trickier in 2022. Joining me to discuss what you need to know is tax and retirement planning expert, Ed Slott. ...
Read more 0
Featured Retirement Taxes

10 Ways to Reduce Taxes on Your Retirement Savings

By National News
March 7, 2022
There are a variety of tax deductions and credits available to people who save for retirement. But you could incur tax penalties if you don’t use these accounts ...
Read more 0
Featured Money News

Opinion: This market-timing model says you probably have too much money in stocks

By National News
February 25, 2022
If you follow a traditional 60%/40% stock-bond portfolio allocation, you currently should be just 38% invested in equities — 63% of 60%. If your target equity allocation instead ...
Read more 0
Featured Money News

Volatility Is Rising. Here’s How to Protect Your Investment Portfolio.

By National News
February 18, 2022
Investors knew this year would be different. But lately, they’ve been getting a lesson in just how different it is shaping up to be. Most analysts expected some action ...
Read more 0
Featured Retirement

Factoring Inflation Into Your Retirement Plan

By National News
January 28, 2022
Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks that retirees have to plan ...
Read more 0
Annuities Featured Income Retirement

Opinion: Retirees with annuities have more fun

By National News
January 21, 2022
OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to ...
Read more 0