Latest Articles
Tue, Jul 23, 2024
The Importance of Planning and Investing in Your 60s
Life expectancy is higher than ever. Will your retirement savings last 30+ years? Use these 9 tips in your 60s to prepare for the future.
Tue, Jul 16, 2024
Is a Will the Only Estate Planning Document You Need? (The Answer Might Surprise You!)
These 6 important documents (including your will) should be a part of your estate plan – no matter your age.
Wed, Jul 10, 2024
Dynamic Spending in Retirement
A “best practice” is only the best until something better comes along. Instead of applying the 4% rule to every retiree in every situation, we think these unique options could help you identify what works for YOU.
Tue, Jul 2, 2024
What Is a Phased Retirement?
The shift from working to retiring isn’t as rigid as it used to be. Today, there are options for those who find the idea of a “cold turkey” retirement unappealing. Discover what a phased retirement can do to ease the transition.
Tue, Jun 25, 2024
When Is It Time for a Portfolio Tune-Up?
Want your portfolio to go the distance? You’ll need to make sure it’s running smoothly. Use these 5 steps to get started on your regular “portfolio tune-up.”
Tue, Jun 18, 2024
Balancing Diversification and Dilution
Can you be too diversified in investing? Here are the red flags to look for, plus tips to help avoid dilution in your portfolio.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.