Most investors know that they should evaluate their risk tolerance when considering an investment. Often, they think of risk only in terms of the possibility of losing money. However, risk is defined as…
Continue readingThinking ahead can spell the difference between a successful retirement with enough money and a stressful one. Here are 7 retirement considerations that every investor should think about: 1. Understand…
Continue readingThroughout your working life you’ve been preparing for retirement, and now the time has come—it’s the moment to think about how to handle it. Retiring means a significant change in your life, but good…
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Recent reports that the Social Security trust fund will pay out more than it takes in—for the first time since 1982—could trigger a rush to claim benefits. Financial planners often say that their clients…
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Medicaid is essentially a state and federally funded program that is managed by both levels of the government. Eligibility for Medicaid is said to be both “categorical” and financial. In other words, eligibility…
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It’s fairly common for discussions on retirement planning to focus solely on the financial aspects of securing a comfortable retirement. However, few individuals take the time to consider the non-financial…
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Many plan participants may not fully understand all the advantages their employer-provided retirement plans offer. Here are three aspects of your retirement plan that may surprise you: By law, the assets…
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Whether you are near retirement or not, it is always good to plan ahead. Following is a scannable list of frequently asked questions about retirement income planning with plain-English answers: When…
Continue readingThroughout your working life you’ve been preparing for retirement, and now the time has come—it’s the moment to think about how to handle it. Retiring means a significant change in your life, but good…
Continue reading
Target date funds are a retirement savings option that is very popular among employers. In fact, your employer probably provides this option, which is characterized by a diversified investment portfolio…
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