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
Money
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
Comments Off on Required Minimum Distribution Confusion in 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
Comments Off on 10 Ways to Reduce Taxes on Your Retirement Savings
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
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.
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
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
Comments Off on Opinion: Retirees with annuities have more fun
The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it may be hard to change your mind. Read more ...
Read more
Comments Off on 8 Things to Know When Choosing a Medicare Plan
Reducing your tax bill seems to be one of the biggest motivators for making 401(k) contributions. The good news for 2022, 401(k)-contribution limits have increased. Keep reading as ...
Read more
Comments Off on 5 Benefits Of Supercharging Your 2022 401(k) Contributions
By now everyone’s heard of Bitcoin. It introduced the world to blockchain or distributed ledger technology and as a crypto asset, it is the center of the universe. ...
Read more
Comments Off on Crypto Investing–A New Investor’s Guide
