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Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.

Today we’re talking about retirement and how, as you approach it or change jobs, deciding what to do with your 401(k) can have long-term implications for taxes, investment ...
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Annuities Featured Income Retirement US News

Should seniors buy annuities if they have Social Security?

Between today’s issues with sticky inflation, rising healthcare costs and longer life expectancies, retirement income planning has gotten a lot more complicated. And, ongoing questions about the sustainability of the Social Security ...
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Featured Income News Retirement US News

5 Steps to Retirement Planning: An Introduction and How-to Guide

A financially secure retirement starts with making a plan. There are two main steps: start with how much money you’ll need and your priorities, then choose account types ...
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Featured Global News Lifestyle News Retirement

Is Delayed Retirement Bad for Your Health?

The actual data paints a very different story about whether working into old age will kill you. Only 73% of men who are retired by age 65 are ...
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Featured Lifestyle News Retirement US News

Is Retirement Hazardous for Your Health?

Cedars-Sinai Experts: Key to Healthy Retirement Is Staying Socially, Mentally, Physically Active By Kelsie Sandoval When Carrie Elam wakes up at 6 a.m., she begins her day with ...
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Enough With ‘Business as Usual’ Financial Advice: When The World Feels Like It’s Out of Control, This Is How I Reassure Clients

Over the past 25 years, investors have lived through an extraordinary range of economic disruptions: Wars, global financial crises, recessions, a pandemic and surging inflation. I’ve walked with clients ...
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Annuities Featured Income Money News Retirement US News

Market volatility poses a serious risk for new retirees. Here’s how to prepare

If you’re within a decade of retirement, the current stock market volatility may be a good reminder of a key risk that lies ahead for your nest egg. While stocks ...
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Annuities Featured Income News US News

Annuity owners lead in retirement confidence as more investors seek guarantees

Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest research finds ...
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Featured Retirement Social Security US News

How Policy Risks Affect Retirement Planning for Older Americans

Planning for a secure retirement is an enormous challenge – the plan must cover all of a person’s remaining years and beyond, considering their legacy. Further complicating such ...
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Featured Federal Employees Income Retirement

(Federal Employees) Where Should I Put My TSP in Retirement

Your Thrift Savings Plan has served you incredibly well during your years as a federal employee. It has been the primary engine for your wealth accumulation, benefit of ...
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