Money

Money

Featured Income Money Retirement

Don’t Let Changing Jobs Derail Your Retirement Plans

Many Americans expect to change jobs in the coming year, which could have significant effects on their retirement planning. Before writing your own resignation letter, take this chance ...
Read more Comments Off on Don’t Let Changing Jobs Derail Your Retirement Plans
Annuities Featured Income Insurance Money Retirement

Why Advisors Shouldn’t Dismiss Index-Linked Annuities

According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...
Read more Comments Off on Why Advisors Shouldn’t Dismiss Index-Linked Annuities
Featured Money Retirement

Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?

Inflation hit a 40-year high of 8.5% in March. Some people don’t factor in inflation when doing their retirement planning, but the significant spike in prices recently should be a ...
Read more Comments Off on Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
Featured Money Retirement US News

Handling Market Volatility

When bull markets rage on everyone is excited and happy. When the bear appears, that sunshine quickly turns to doom and gloom. Adviser Russ Gaiser shares perspectives on ...
Read more Comments Off on Handling Market Volatility
Featured Income Money News

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

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 Comments Off on Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare
Featured Money News Retirement

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

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 Comments Off on SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?
Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

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 Comments Off on Views Why good retirement planning is about much more than money
Featured Money News

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

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 Comments Off on Opinion: This market-timing model says you probably have too much money in stocks
Featured Money News

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

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 Comments Off on Volatility Is Rising. Here’s How to Protect Your Investment Portfolio.
Income Lifestyle Money Retirement Social Security

A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it

As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
Read more Comments Off on A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it