Planning & Investing for Retirement
The Case for Staying Diversified
Diversification, like compounded growth, is key to the long term success potential for nearly all investors. Click here for a more in-depth and illustrative explanation of this simple investment tool, and how portfolio volatility can effect long term rates of return.*
Who Likes to Pay Taxes? Here's One Way to Lower Your Tax Bill
Who likes paying taxes? Opening and funding an IRA or similar qualified investment has the potential to lower your overall tax bill by thousands of dollars annually, while helping you save and build wealth for retirement.
Saving for Retirement: A Primer
I recently read an article that shocked me, a third of baby boomers in and nearing retirement have less than $25,000 saved. I believe much of this deficit in savings centers on education on the subject, and the feeling of helplessness when trying to tackle such a large obstacle
Healthcare Costs in Retirement
Regardless of whether you’re confident or not, it’s important to have an idea about how much healthcare may cost in retirement. By putting the costs in better perspective, you might be able to better understand what you can pay for and what you can’t.
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
Nine Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.