What history actually shows us about midterm years Since 1950, nearly every midterm election year has produced a meaningful intrayear pullback in the S&P 500. The average intrayear ...
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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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Comments Off on Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.
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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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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Comments Off on 5 Steps to Retirement Planning: An Introduction and How-to Guide
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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Comments Off on Is Delayed Retirement Bad 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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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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Comments Off on Enough With ‘Business as Usual’ Financial Advice: When The World Feels Like It’s Out of Control, This Is How I Reassure Clients
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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Comments Off on Market volatility poses a serious risk for new retirees. Here’s how to prepare
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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Comments Off on Annuity owners lead in retirement confidence as more investors seek guarantees
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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Comments Off on How Policy Risks Affect Retirement Planning for Older Americans
