Retirement

Retirement

Income Retirement

How to choose between a traditional 401(k) and a Roth 401(k)

If you have the option to invest in both a traditional 401(k) and Roth 401(k) at work, here’s how to decide which account is better for you. Most ...
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Featured Lifestyle Retirement

Retirement plan: the 4 factors to focus on beyond your finances

When it comes to retirement planning, our thoughts usually jump straight to finances. Do I have enough saved in my 401k? How will I manage healthcare costs? When should I ...
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Featured Retirement

Scams heat up during Medicare open enrollment

Medicare open enrollment is ongoing and ends Dec. 7. And you better believe the scammers know it. Maybe it’s someone making a call, claiming to be from your ...
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Featured Retirement

Don’t Believe These Retirement Myths

Preparing for retirement at any age is not only challenging, it’s downright scary especially in an unpredictable economy, with near-historically low interest rates and looming recession. When preparing ...
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Annuities Featured Income Retirement

3 advantages of using fixed indexed annuities in retirement

Fixed indexed annuities are often pegged as a safer way to invest in the market. As such, many financial advisers spurn the product due to its perceived inefficiencies ...
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Featured Retirement

The best retirement advice you’ve probably never heard

Chocolate or vanilla? Coke or Pepsi? Cheeseburger happy meal or chicken nuggets, and so on. We Americans love choices. Retirement is no different. As we head into unchartered waters, as ...
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Featured Retirement

Health Insurance Options When Retiring Early

IF YOU RETIRE BEFORE Medicare eligibility begins at age 65, you will need to purchase health insurance. It is important to find coverage for routine medical checkups and prescriptions as ...
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Featured Lifestyle Retirement

The New Realities Of Work And Retirement

Bob Orozco barks out instructions like a drill sergeant. The 40 or so older adults in this class follow his lead, stretching and bending and marching in place. ...
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Featured Money Retirement

How Will the Impeachment Inquiry Affect Markets?

You might think launching a formal impeachment inquiry against the sitting president of the United States would have a negative impact on markets. Investors, Don’t Worry About Impeachment ...
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Featured Income Retirement

Why You Need A Retirement Income Distribution Strategy

I was standing at the top of the highest point in Africa – Mt. Kilimanjaro – with friends and clients several years ago. I considered all of the ...
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