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Retired or Nearly Retired? 2024 Is the Time to Focus on Risk Reduction

The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a ...
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Annuities Contributors Featured News Retirement

With Interest Rates Near Their Peak, Fixed Index Annuities Are Worth A Closer Look

If you’re like many people who’ve focused on the negative impact of higher interest rates after shopping for a car or home equity loan, it’s time to look on ...
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Contributors Featured Lifestyle Money Retirement

Five 2023 Financial Events and the Timeless Lessons They Reinforced

BY EVAN T. BEACH, CFP®, AWMA® PUBLISHED 2 DAYS AGO Coming into 2023, a lot of very smart people made a lot of very scary predictions about the economy and ...
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Featured Money Retirement

Interest Rates Are Going to Stay Higher. 3 Ways to Benefit in Retirement.

There’s plenty of uncertainty in the markets as the Federal Reserve looks to end the most aggressive interest-rate hiking cycle in decades. But one thing seems clear: We’re ...
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Contributors Featured Income Social Security

Social Security – Beware The Annual Earnings Limitation

The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you apply for ...
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Contributors Featured Income Retirement

Retirement Planning in a Time of Inflation and High Interest Rates

Retirement planning can be a complex puzzle to solve, with multiple pieces that need to align for a comfortable retirement. In recent times, two significant factors have emerged ...
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Contributors Featured Money Retirement

These behavioral traits lead to greater retirement savings, research finds. Yet only 10% of workers have them

People who find it easiest to financially prepare for retirement have four behavioral traits, a new survey shows. Yet just 10% of workers have all of these “optimal” characteristics, according to ...
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Contributors Featured Income Retirement Social Security US

Seven Factors to Consider Before Choosing a Goal Age to Collect Social Security

An important player in your overall retirement plan, Social Security can help fund your living expenses when you’re no longer able to work or are working reduced hours. ...
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Contributors Featured Income Retirement Social Security

3 Big Social Security Changes Taking Effect in 2024 That Retirees Must Know

KEY POINTS Social Security benefits will get a modest cost-of-living adjustment in 2024, such that the average retired worker will receive an extra $59 per month. The maximum ...
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Annuities Contributors Featured Income Retirement

8 Trends in Retirement Income Planning – By John Manganaro

Advisors with any substantial experience working with clients will know that managing income and spending in retirement can be a big challenge from both an analytical and behavioral ...
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