retirement

The Great Retirement Debate

2022 – 11/10 by Jeffrey Levine In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics in the retirement landscape. Through a…

The A, B, Cs of Medicare

2022 – 10/10 by Buckingham Strategic Partners From Oct. 15 to Dec. 7, 2022, qualified participants can sign up to take part in the federal government’s insurance plan. If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone. According to the Centers for Medicare & Medicaid Services (CMS), almost…

Getting Real About Retirement Risks and Rewards

2021 – 12/27 by Adam Yofan No two retirements are ever going to look exactly the same, because each of us will enter that phase of life with a different set of circumstances, expectations and financial realities. But by exploring a few hypothetical scenarios, we should be able to shed some light on holistic financial…

Does Planning End at Retirement?

2021 – 08/26 by Rob Ziliak, CFP®, Chief Experience Officer Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the…

You Have to Stay the Course to Reach the Summit

2021 – 07/26 by Daniel Campbell, Investment Analysis Manager When it comes to meeting your most important financial goals, time in the market can be a significant factor. And that means sticking with your financial life plan for the long haul, through the market’s ups and downs and across inevitable – sometimes lengthy – periods…

Four Steps to Set Yourself Up for Financial Success

2021 – 05/06 by Kurt Wunderlich Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s…

The Illusion of a Linear Life – and Financial Plan

February 5, 2021 by Tim Maurer, CFP “For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity, I would give my life.” – Oliver Wendell Holmes The most basic forms of financial planning are nearly worthless. This is because they are…

Stocks, Risk, and Your Roth IRA

February 5, 2021 by Patrick Kuster, AIF A great deal of attention often goes into deciding what a portfolio should own, especially when tailoring its allocation to specific retirement goals, risk tolerance, time horizon, and other individual factors. But which types of accounts own which investments also deserves careful consideration, as an account’s tax treatment…

The Right (or Wrong) Way to Retire

2021 – 01/08 by Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients and customers. These changes may have…

Income Planning and Medicare in Retirement

Angela Muckler, Relationship Manager, 8/27/2020 Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs can be a confusing topic,…

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