Financial Articles

You spent decades stockpiling savings for retirement. After years of frugality and budgeting, however, flipping the switch to then spend those hard-earned dollars isn’t for the faint of (penny pinching) hearts.

Your retirement income strategy should be crafted with the end-goal of providing lifelong income. Amidst recent risk factors such as inflation and market volatility, one way to guarantee that income is by leveraging annuities.

Your life is not meant to be measured by accomplishments and hard work, but a life full of experiences that you may never have if you are always looking for that next thing.

If you’re considering the addition of cash value life insurance into your retirement plan for accumulation, it’s important to understand the differences between whole life insurance and index universal life insurance (IUL).

While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.

The tax advantages of a Roth IRA versus a traditional IRA may seem black and white, but there is more to consider before choosing one over the other.

Like many, you may find having cash on hand provides a sense of security and freedom. Beyond this, however, cash is also having a moment.

You often hear of charitable giving as an end-of-year tax planning move; however, this isn’t always the ideal time from a tax perspective for you, nor does it most effectively serve the organization(s) you support.

Which would you choose: To be 20 years old with $0 – Or, to be Warren Buffett’s age (92) with $100 billion? Many align on the first option, and the reasoning for this ties into our shifting views of time, money and health as we age.

You’ve seen talk of an impending recession for months, but there’s still no clear answer of how today’s unique economic climate will pan out.

You’re certainly aware of the complexities that come along with navigating Social Security benefits. However, with conflicting information at your fingertips online, here are some Social Security myths to apprise yourself of as well.

I’m a longtime fan of Professor Jeremy Siegel and his book, Stocks for the Long Run, but new research from a retired professor named Edward McQuarrie extends Siegel’s analysis of stocks versus bonds performance; finding that the two may be closer in returns than originally thought.