One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
Back To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Back To The Basics: Revisiting an enduring strategy.
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool …
Back To The Basics: Social Security Planning 101
Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of …
Back To The Basics: A Surprising Truth About Money
When investors look at their account statements during the accumulation (savings) phase of their life, they will generally process what they see as a single, lump sum amount. “I have …
Back to the Basics: Fundamental Investing
by Stephen L. Hanley Through many years of experience working with clients and advisors alike, it’s become clear to me that many struggle with the fundamental concepts of investing. Investing …
Back to the Basics
As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …
Back to the Basics: Required Minimum Distributions (RMD)
Required Minimum Distribution Rules Have Changed. Since original publication of this article, RMDs have been updated.Please Follow This Link To See The Updated RulesSee the Updated Rules for RMDsNobody said …
Back to the Basics: To what do we attribute an investment portfolio’s performance?
The stock market in 2015 has been less-than-stellar, delivering slightly above 0% return before investing fees and taxes are considered. Coming on the heels of five years of amazing returns …
Back to the Basics: Goals-Based Investing
It’s very likely that you have more than one investment account. Maybe you have a few IRAs, a joint account, a 401(k), and maybe a trust account as well. Have …
