Financial Articles

Much like other forms of retirement income, your Social Security benefits can be taxed (up to 85 percent), depending on if you have additional income sources.

While annuities have faced their share of criticism over the years, the reality is, these investment vehicles have the power to help address some of the biggest financial concerns: Fear of outliving your money, becoming a burden to your children or lacking coverage in critical care situations.

hat would you do if you had three years left to live? While this thought experiment may initially feel uncomfortable, it can prompt changes in how you live your life with intention.

You don’t need to do countless hours of research to become a successful investor, but it's helpful to be familiar with financial market history, including booms and busts.

If you have yet to put an effective tax plan in place, the clock is ticking! Now is the time to leverage strategies to control future tax liability, while maintaining liquidity throughout your retirement.

You may have noticed “Bull Market” sneaking into news headlines as of late, and that’s because over the past month, markets saw a significant increase in expected returns within a short period of time.

Figuring out how much money you need for retirement can feel daunting. Here, past podcast guest David Blanchett explores a study conducted by The Alliance for Lifetime Income, which reveals changing attitudes and behaviors toward retirement security.

The problem with “proxies” (financial-related in particular) is that false ones can lead to misleading or inaccurate results.

Your decision to buy an annuity through an IRA or a taxable account should ultimately depend on your unique financial circumstances and goals. Either way, it’s crucial you consider the pros and cons first.

Have you ever pinpointed your Myers Briggs personality type? It can be insightful to better understand who you are, but when it comes to your investing mindset, here’s another framework worth checking out.

Whether you refer to it as being “Job Optional”, your “Second Act” or something else, retirement is a complete life shift, and should be planned for as such.

If you’re like many successful investors or the “millionaire next door”, you’re hardwired to save instead of spend. Reframing your mindset won’t be automatic, but learning to embrace spending your money on what matters most to you is priceless.