8 Ways to Insulate Yourself from Inflation
August 20, 2021Rising prices are all over the news these days, and they may be with us a while. So, it could be time to take action to protect your investments and limit your costs. Here are eight ideas to consider.
From Bitcoin to GameStop to SPACs: 8 Tips for Mania Investing
May 5, 2021Market speculation is seemingly everywhere. From new SPACs being issued, to the prevalence of Reddit stocks such as GameStop to the popularity of electric vehicle stocks and the rise of cryptocurrency – speculation is alive and well in the markets today.
Investing for the Politics of NOW
February 1, 2021We have come out of the most contentious political and election season of our lifetime. How should it impact your investment strategy for 2021?
5 Retirement Lessons from the Return of Sports
August 26, 2020Your retirement game plan could take a lesson from what’s going on in the sports world: Athletes are back in the game, but in a new way.
COVID-19 Stage 2: Prepare Your Portfolio and Your Life
July 29, 2020It’s time to face the music. The effects of this pandemic are going to be more long-lasting than we may have first thought.
For a Happy Retirement, Be Like Bill Gates
December 10, 2019Microsoft's founder has found fulfillment in semi-retirement after leaving his career, and you can, too, if you follow his lead.
The Avengers Were Wrong: Money Can Buy You Time
July 4, 2019The most valuable retirement asset you have is time, so use it well.
6 Tax Strategies for Retirement
June 4, 2019Retirement requires many adjustments. Your allocation to stocks and bonds, your tolerance for risk, the management of your time -- all might need adjustment in retirement. Tax planning is another area that needs attention.
Lessons for a Happy Retirement from 'A Star Is Born'
April 3, 2019Believe it or not, your retirement journey could have some similarities to what the characters go through in the movie.
How to Create Retirement Experiences on a Budget
March 6, 2019Spend money on what will bring you the most value and satisfaction in retirement.
The 7 Most Common Social Security Mistakes
February 21, 2019If you’re older than 55, Social Security planning comes front and center as you think about your retirement income picture.
When should you take it? How do you optimize your benefit? How will it affect your taxes?
Retire Happy and Fulfilled with the Drew Brees Mindset
December 31, 2018When Drew Brees, star quarterback for the New Orleans Saints, broke the NFL record for career passing yards on Oct. 8, it was the culmination of decades of hard work, thorough planning and perseverance. Since high school, Brees worked to perfect his game.
Will You be Able to Afford the Lifestyle of Your Dreams in Retirement?
December 19, 2018While a retirement wish list might include roaming the world or pursuing a luxurious hobby, the daily realities of paying off a mortgage or funding a child's education can make it tough to save. Most Americans (70 percent) say their financial planning needs improvement, according to the 2018 online survey by Northwestern Mutual.
How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement
October 30, 2018We’ve seen how the role of the fiduciary is expanded for retiree clients (see “New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?” FiduciaryNews.com, October 9, 2018) and how retirees react once they find out retirement isn’t what it’s all cracked up to be (see “3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken,” FiduciaryNews.com, October 23, 2018). Both of these pieces deal with retirement after the fact. Is it possible for workers to avoid the surprises in retirement by accounting for them before they actually retire?
3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken
October 23, 2018When we ran the article on retirees discovering retirement isn’t what they thought it was (see “New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?” FiduciaryNews.com, October 9, 2018), we found it received an enthusiastic response from readers. It also led to two obvious questions. We will address each of these queries over the next two weeks.
How Much Should Your Kids Know About Your Finances?
October 11, 2018Discussing your family's specific financial details can help your children prepare for the future.
New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?
October 9, 2018We are in the midst of a changing definition of retirement. No longer does retirement evoke images of gently rocking on the front porch, waving at the neighborhood boys as they speed by in their bikes during the day, then yelling at them to get off your lawn at night. Is it any surprise that the active generation – the baby boomers – have rejected the quiet life of traditional retirement?
Scot Landborg of Sterling Wealth Partners Launches Retire Eyes Wide Open Podcast
September 18, 2018Sterling Wealth Partners, a full-service wealth management group specializing in investment and risk management, insurance, retirement and legacy planning, today announces the launch of Retire Eyes Wide Open, a retirement podcast show providing new advice for pre-retirees and retirees.
Should I Trade My Retirement Account?
September 14, 2018While many Americans aren’t quite certain how much they need to save for retirement, Investopedia users buck the trend.