How Does Full Retirement Age Impact You?
Full retirement age is already 70 and not 62, 65, or 67. This is the age when full retirement benefits kick in. Anything less than...
Advantages of a Traditional IRA – Disadvantages of a Traditional IRA
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...
Is the Market Headed Higher or Lower? Are Investors Impostors?
Is a tomato a fruit, or is a tomato a vegetable? Botanically, tomatoes are a fruit. But in 1894 the U.S. Supreme Court (Nix v....
Your Top 5 Retirement Risks
When you think of risk you may think of the volatility of the stock market. You may remember the catastrophic impact of the stock market...
Downton Abbey: Poor Retirement Planning
Last night, my wife and I watched Episode 1, Season 1 of Downton Abbey. This is a show set in 1912 about the wealthy aristocracy...
Year-End Questions for Advisors Investing Your Retirement Assets
There are three topics that financial advisors do not like to talk about because they may cause you to reject their sales proposals or terminate...
New Year’s Resolution: Invest for Retirement More Responsibly
You cannot turn your assets over to a financial advisor and hope you achieve your retirement goals. You have to take more responsibility for the...
Pope Francis has a Philosophy – What’s Your Retirement Philosophy?
Think about the changes in the Catholic Church: A Jesuit Priest, sworn not to ascend to lofty posts, now is the chief pontificate of the...
401(k) – What You Need-to-Know for Retirement
1. Make sure you are saving enough for retirement (if you need to calculate that number, refer to your enrollment workbook or discuss with the...
Do I Have Enough to Retire?
This is the most frequent question I hear because individuals find it hard to figure out what they will need and have in the future. ...
