Tag: retirement income

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire.

Pay Down Debt or Save for Retirement?

The most important decision you can make is to take action and get started now. The sooner you decide on a plan, the sooner you can begin to make progress.

Retirement Income Investing: Beyond Annuities

  Retirement Income Investing: Beyond Annuities One of the challenges of investing during retirement is providing for annual income while balancing that need with other considerations, such as liquidity, how

A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby?

Myths and Facts about Social Security

Myth: Social Security will provide most of the income you need in. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s

Retirement Advisor Council: The Retirement Plan Sponsor

Retirement Plan Sponsor Series: Partner with a Professional Retirement Plan Advisor and Achieve Higher Participant Retirement Readiness Scores   A fundamental research study of 400 employers that sponsor a 401(k)

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount

Reverse Mortgages

What are reverse mortgages? Older individuals who own their homes often find themselves “house rich and cash poor.” Developed to address this dilemma, a reverse mortgage provides funds–all at once