Articles
On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour.
7 Types of Trusts That Can Help Your Financial Planning
When making long-term financial plans and estate plans, you might run into special concerns: Will the right people inherit your money? Are you sure your heirs are able to manage their inheritance responsibly? Are there any strategies to help you transfer your money to the next generation or to charity or tax efficiently?
Are You Saving Enough for Retirement?
A top concern for many people approaching retirement is whether they’ve saved enough money—fearing they’ll outlive their savings. And that’s understandable: It’s hard to know exactly how much savings you’ll need over the course of retirement given all the big unknowns, such as what age you’ll live to, inflation and its effects on your cost of living, and your future health care and long-term care spending needs.
When it comes to contributing money to an individual retirement account (IRA), you have two main options to consider: Traditional or Roth. This article gives you an overview of each.
To design an effective retirement income strategy, you must consider some key factors and understand your long-term spending needs. Here are five questions to ask that will help you make smart decisions and develop your strategy.