Approaching Retirement Archives - Page 3 of 7

Approaching Retirement

April 19, 2023

Is Social Security Going Bust?

In planning for retirement, one topic is often top of mind: What if Social Security goes bust? Most of us have been paying into the program our entire working lives,…

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Approaching Retirement

February 2, 2023

3 Small Moves that Make a Big Difference in Retirement

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement…

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Approaching Retirement

December 13, 2022

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I…

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Approaching Retirement

May 2, 2022

Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates,…

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Approaching Retirement

March 28, 2022

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation…

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Approaching Retirement

March 28, 2022

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since…

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Approaching Retirement

January 28, 2022

Fighter Planes and Market Turmoil

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion…

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Approaching Retirement

August 9, 2021

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning can be out of our control. Factors like longevity, rising medical costs and the ups and downs of…

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Advanced Planning Approaching Retirement In Retirement

May 27, 2021

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs.…

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Advanced Planning Approaching Retirement Uncategorized

May 21, 2021

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an…

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