Retirement

Retirement

Annuities Featured Income Retirement

How to Invest for Capital Preservation

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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Featured Retirement

Opinion: 5 retirement planning mistakes to avoid during COVID-19

These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns ...
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Annuities Featured Income Money Retirement

How Can I Make My Retirement Savings Last?

It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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Featured Income Lifestyle Retirement

Mastering The Last Five Years Before Retirement

For many people, retirement has always seemed like a far-off goal. With the Coronavirus lockdown, I’ve seen an uptick in people getting more serious about setting a retirement ...
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Featured Income Retirement

7 ways to make extra income in retirement

If you’re looking to enjoy a comfortable retirement, you need income. And there are a number of ways to generate these types of earnings in retirement. After a ...
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Featured Money Retirement

How to Find a Financial Advisor if You’re Not Rich

IF YOU THINK ABOUT IT, the people who need a financial advisor are the ones who can’t afford one. If you’re impoverished or firmly in the middle class and can’t ...
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Featured Income Money Retirement

Choosing Retirement Investments Based On Age Alone Is Faulty

I was talking with a young couple the other week regarding their retirement investment selection in their 401(k) plan. They both had selected choices based upon their retirement ...
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Featured Income Retirement

Instead of saving a total sum for retirement, I started thinking about how much I want to ‘earn’ monthly and it made me reassess the way I invest

March 2020 is a month most of us will never forget. That was the month when the reality of the coronavirus set in across the United States and ...
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Featured Income Retirement

1 Good Reason Baby Boomers Should Adjust Their Investments Now — Before a Possible Second Wave

Facebook   The coronavirus pandemic has taken the world by storm, and it’s not over yet. The number of COVID-19 infections has spiked dramatically across the country, according ...
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Featured Lifestyle Money Retirement

I’m a financial planner, and my wealthiest clients have the same 3 habits

I’ve been advising wealthy clients for nearly 15 years, and I’m often asked for the secret sauce, or the commonalities that I see in my wealthiest financial planning ...
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