Insights

Guidance for your pursuit of financial freedom

    Retirement (9)70 Articles

    The Market’s Down and You’re Set to Retire, Now What

    Wed, Aug 17, 2022

    The Market’s Down and You’re Set to Retire, Now What?

    That old saying, “The best-laid plans of mice and men often go awry,” is so true. That’s because, regardless of how we wish differently, we can only control what we can control. So what do you do if you’ve planned, saved, and set your retirement date for right now…and then the market tanks? There’s the obvious answer—stay employed. But there are also several other options.

    Confused on How to Save for Retirement

    Tue, Aug 9, 2022

    Confused on How to Save for Retirement?

    Saving for retirement is more confusing than it should be. Many people have questions like: Should you wait until you’re established in your career to start? Or, should you max out your 401(k) or start a Roth IRA? Here’s a simple guide to get you started.

    Finding Retirement Income in a Down Market

    Tue, Aug 2, 2022

    Finding Retirement Income in a Down Market

    Most retirees have some combination of six sources of income to draw upon in retirement. But when the stock market is down significantly, taking income from some sources may hurt your wealth in the long run. Instead we suggest pulling income in this order…

    3 Wealth Planning Strategies at Every Life Stage

    Wed, Jul 20, 2022

    3 Wealth Planning Strategies at Every Life Stage

    Wouldn’t it be nice if retirement happened without fuss or bother? Unfortunately, that’s not usually the case. It often takes years of planning. But hopefully, this checklist will give you the key steps to take at each life stage, so you can possibly retire when you want and live the retirement of your dreams.

    A Choice Way to Build Your Retirement Income

    Tue, Jul 19, 2022

    A Choice Way to Build Your Retirement Income

    When it comes to funding your retirement, building your income streams is only part of the equation. You also need to figure out the order in which you’ll use them.

    Wealth Planning: Suddenly Single After a Divorce

    Wed, Jun 22, 2022

    Wealth Planning: Suddenly Single After a Divorce

    No one goes into marriage thinking they’re going to get a divorce. Unfortunately, about half do. During this usually painful period, you may be wondering what it means for yourself, your family, and your finances. Here are three steps you can take after a divorce to help ease the burden of planning for your financial future.

    6 Sources of Retirement Income

    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.