How to Manage Withdrawals Throughout Retirement

Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than short-term bonds.

Why are more people feeling financial stress despite the strong economy we’ve experienced since the recession? Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate . The media may report a ‘strong U.S.

In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy each day that help to fill our minds with a picture of our r

This is the first tax filing season since the Tax Cuts and Jobs Act (The Act) was passed. Even though 2018 is over, there are tax planning strategies you should think about before you file and plan accordingly for 2019.

Among the primary concerns people have as they approach retirement is, “How long will I live and will my money last?

Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits the best for you.  Do you receive benefits at the earliest age or wait until your full benefit age?

Since President Trump announced his intention to impose tariffs on all countries the stock market has been reacting-based on investor concerns in reaction to the media.

Despite the fallout to investor’s portfolios, job losses, and the overall downward turn of the American economy during the recession, we have benefitted from relatively low inflation rates.

Many Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.

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

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.

The annual report from the Trustees of the US Government ’ s two largest entitlement programs (Social Security and Medicare) was released on July 13, 2017.

This summer (June 2017), the Sixth Annual AEGON Retirement Readiness Survey was released.  The study took a look at the correlation between good health and being financially ready to retire.

No matter what your age, retirement calculators can be a benefit to you in your retirement planning.  Retirement calculators are easily accessible on the internet through a search, or you may have access to various calculators through your investment custodian

Now that the title of this article has grabbed your attention, is there a ‘bad’ or ‘good’ time to invest? Is there a ‘science’ to timing the stock market?

How often have you walked into your bank and been ‘invited’ to open a new credit card, or better yet ‘refinance’ your debt?

Do You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.

Adult to Adult: Talking to Your Parents About Their Money Having the ‘money talk’ either happens at the ‘wrong time’, or can easily be put off because the generations feel differently about the ‘right time’.