If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending on
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of dollars
Knowing that you have a sustainable withdrawal rate from your retirement portfolio can take a lot of stress out of retirement. But how do you know what a safe withdrawal
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many investors,
Thanks for watching! Be sure to grab the checklists and other resources discussed in the webinar below: Checklist of Estate Administration Duties What Issues Should I Consider If My Parent
Umbrella insurance is a vital component of many financial plans. As comprehensive financial planners, we analyze more than just your investment accounts—we also conduct a thorough insurance review. This includes
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths for retirement.
Here’s how to find out if Roth conversions are right for you.
If you have appreciated investments in a brokerage account, whether it be mutual funds, ETFs, or a concentrated individual stock position, you should know about an opportunity that exists within
Moving into a retirement community can be a great way to improve your overall health care, reduce the stress of home ownership, and find new social activities and outlets. There
Those who are charitably inclined, but also early in retirement, often find it hard to balance between ensuring they have the retirement portfolio needed to accomplish their goals for the