Retirement Income Planning Gains Importance.
Retirement Income Planning Gains Importance.
Retirement Income Planning Gains Importance.
IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.
RMDs are back for 2021! Make sure you don’t get his with penalties.
Maybe you should think twice before buying a Medicare Advantage plan from a football player.
Do you know what a systematic Roth conversion is? It’s worth knowing!
Often financial planning and wealth management is more about the unknowns in life than the knowns. After years of supporting roles on the Flintstones, Barney and Betty decided to retire from acting in cartoons (it’s hard to be a cartoon character!) and enjoy life.
Like indexing? Like the S&P? You can get an index fund! Sounds good. Let’s face it, most (virtually all) investment management companies fail to beat the S&P index on a consistent basis. We all know that.
We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.
Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.