Financial Articles

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.

Health care expenses might be one of your top retirement concerns, and with good reason. Fidelity recently claimed that a 65-year-old couple retiring today will need an average of $315,000 for medical costs. However, evidence and logic suggest this likely won’t be your reality.

While it can be a difficult motive to overcome, avoiding emotional reactions during times of market volatility is key.

If you continually experience the fear of running out of money (FORO), it can create a significant impact on your lifestyle during retirement.

Time is your most precious resource. How much of it do you spend thinking about money?

Your retirement is more than an investment strategy. Guaranteed income is high on the list and taxes shouldn’t be overlooked.

As an investor, you should be aware of the asymmetric risk-reward characteristics offered by the stock market. Why? They can offer you greater investment peace of mind.

While a Roth account is a powerful tool you can leverage to generate tax-free income, it has limitations on funding and participation. As such, this is where a loophole can come into play: The backdoor Roth strategy.

While you may think the concepts of investing for money and investing for happiness are the same, psychology says otherwise. Money can provide you certain comforts and opportunities, but it does not guarantee happiness.