Financial Articles

People mistakenly believe they have a choice between claiming their own benefits or their spousal benefits. However, the reality is that spousal benefits are determined through a multi-part calculation and comparison.

Cognitive loss continues to be one of today’s biggest retirement risks. According to the Alzheimer's Association, the number of present Alzheimer’s cases are projected to more than double by 2050.

Your happiness in retirement doesn’t stem solely from financial stability. According to a Harvard Study originating in 1938, the main challenge people face in retirement is often the loss of social connections that work once provided.

The rules that govern your retirement accounts are not as simple as they may seem on the surface. It can pay BIG to work with an expert.

What areas in your financial life can you consolidate and clear out the unnecessary clutter? Less time worrying about managing accounts means more time for you to focus on what matters most.

By understanding the difficulty grade of an investment, you can determine what works best in your portfolio, while considering the tradeoffs and hassles you’re willing to accept.

You have a unique personality and preferences. Shouldn’t these elements be integrated into your retirement income strategy?

You’ll find it’s not what happens throughout your financial life that has the most impact, but how you react to it.

If you have yet to retire, or simply want to elevate the retirement life you’re already living, oftentimes, your best source of advice is from fellow retirees.

Getting “rich” is all relative, and your ability to gain “riches” may not be nearly as complicated as you think.