How to Manage Withdrawals Throughout Retirement

Have you seen the TV commercials about a machine or robot as your investment advisor?  As funny as they may be, they may be giving you the wrong idea of what a robo-advisor really is.

If you’ve been sensitive to the stock market performance in the last weeks, you’re not alone.  Regardless of how your investments fare during market corrections, being aware of your anxiety in light of what you’re seeing, reading or hearing can make a differen

If you’re an employee working for a company that has a pension plan, you’re among an estimated 4% of Americans that still benefit from this type of retirement plan.  Most companies have moved to a dual plan or removed the pension entirely.

Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution.

With the significant 2017 cybersecurity leaks involving the personal information of millions of Americans, this year’s tax season is expected to be one of the worst ever for tax scams.

Finance, in general, has been based on rational and logical theories, and for most part, tends to be somewhat ‘predictable.

For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth.

If you’re considering alternative investments this year, you should thoroughly think through the consequences of investing in some of the most popular ones in the media.

A Quick Guide to Saving in 2018 Start Saving More NOW! If you started saving for retirement early, chances are you’ll hit your retirement goal. If you’re like most Americans, you didn’t start right away and are playing ‘catch-up’!

With a one in five chance of living beyond our 90 th birthday, planning for a successful retirement and healthy aging should be something we all do.

If you’re like some Americans, you may be wondering how the new tax plan is going to affect you.  To say “the new tax plan isn’t going to affect me” may be an incorrect statement; sooner or later the new plan will change something in your financial life.

If you’re not familiar with Filial Laws, it’s time you take notice of what they are and how these laws can impact your financial future.

The Starting of the New Year has many of us making resolutions to make changes in some part of our lives. Whether it is health or money related, starting the New Year off with a plan feels good!

The answer to that is not much, but the allowable pre-tax contributions in most traditional retirement plans will see a small increase for 2018.

Women in the US today are better educated and have more opportunities than their mothers and grandmothers.  But even though women have more opportunities than in the past, they face obstacles that can impact their potential for retirement savings.

Much is being said regarding the changes happening in the financial services industry right now.  You may have heard some news stories through the media regarding disclosure, compensation, and fiduciary responsibility.

If you are currently receiving Social Security retirement benefits and it is a big part of your retirement income, congratulations!

Many of us have been a caregiver while we were raising children, now some of us are caring for a loved one out of necessity as the older family member is no longer able to care for themselves.

You may be considering investing in a vacation home as part of your retirement goals or just because you feel it's a good investment.

Here we are in the last quarter of 2017! Reviewing your retirement accounts is essential, but do you realize the benefits of evaluating at the end of the year? Fall tends to be a time many people start thinking about next year and what they want to accomplish.