 | 8 Ways to Insulate Yourself from Inflation August 20, 2021
Rising 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. Read more |
 | From Bitcoin to GameStop to SPACs: 8 Tips for Mania Investing May 5, 2021
Market 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. Read more |
 | Investing for the Politics of NOW February 1, 2021
We have come out of the most contentious political and election season of our lifetime. How should it impact your investment strategy for 2021? Read more |
 | 5 Retirement Lessons from the Return of Sports August 26, 2020
Your 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. Read more |
| COVID-19 Stage 2: Prepare Your Portfolio and Your Life July 29, 2020
It’s time to face the music. The effects of this pandemic are going to be more long-lasting than we may have first thought. Read more |
| For a Happy Retirement, Be Like Bill Gates December 10, 2019
Microsoft's founder has found fulfillment in semi-retirement after leaving his career, and you can, too, if you follow his lead. Read more |
| The Avengers Were Wrong: Money Can Buy You Time July 4, 2019
The most valuable retirement asset you have is time, so use it well. Read more |
 | 6 Tax Strategies for Retirement June 4, 2019
Retirement 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. Read more |
 | Lessons for a Happy Retirement from 'A Star Is Born' April 3, 2019
Believe it or not, your retirement journey could have some similarities to what the characters go through in the movie. Read more |
 | How to Create Retirement Experiences on a Budget March 6, 2019
Spend money on what will bring you the most value and satisfaction in retirement. Read more |
| The 7 Most Common Social Security Mistakes February 21, 2019
If 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? Read more |
| Retire Happy and Fulfilled with the Drew Brees Mindset December 31, 2018
When 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. Read more |
| Will You be Able to Afford the Lifestyle of Your Dreams in Retirement? December 19, 2018
While 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. Read more |
 | How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement October 30, 2018
We’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? Read more |
| 3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken October 23, 2018
When 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. Read more |
 | How Much Should Your Kids Know About Your Finances? October 11, 2018
Discussing your family's specific financial details can help your children prepare for the future. Read more |
| New Fiduciary Role: What Happens When the Retirement Honeymoon is Over? October 9, 2018
We 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? Read more |
 | Scot Landborg of Sterling Wealth Partners Launches Retire Eyes Wide Open Podcast September 18, 2018
Sterling 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. Read more |
 | Should I Trade My Retirement Account? September 14, 2018
While many Americans aren’t quite certain how much they need to save for retirement, Investopedia users buck the trend. Read more |
