Retirement

Is your retirement income plan in place?

Is your retirement income plan in place? If not, you could run out of money in the future

In the past, many people went through life without having to worry about their future retirement income plan. That’s because, in many cases, retirees could count on a guaranteed pension income from their former employer – and oftentimes, this income stream continued to pay income to a surviving spouse when the retiree passed away. But …

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Are you paying too much for your future retirement income?

Are you paying too much for your future retirement income? You are if you’re using this strategy!

When it comes to advisor compensation, what exactly do investors end up getting for their money…. and how much of their future retirement income must they ultimately give up? Typically, fiduciary financial advisors use their objective expertise for determining the proper allocation of clients’ assets, as well as for identifying promising and cost-effective investment opportunities. …

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An alternative to low return income producing investments

An alternative to low return income producing investments

If you’ve followed the “traditional” financial planning route, it is likely that as the years go by, your advisor has shifted your portfolio from riskier, growth-oriented investments to “safer,” conservative options. Unfortunately, though, as a “tradeoff” for keeping your assets safe, you oftentimes have to give up the opportunity for attaining a higher return. Take, …

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Is your retirement income on shaky ground?

Is your retirement income on shaky ground? Here’s how to build a strong foundation in any economic or market climate

Sitting across the table from your financial advisor could bring some sobering results in terms of the type of lifestyle you’ll be able to lead after you’ve kissed your job goodbye. Regardless of the amount of asset’s you’ve amassed throughout the years, though, the name of the game in retirement is income. One primary income …

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International Living: How Social Security and a Lifetime Annuity Can Be Enough to Live Nicely Abroad

International Living: How Social Security and a Lifetime Annuity Can Be Enough to Live Nicely Abroad

Imagine for a moment that you’re enjoying a fabulous dinner on the balcony of your Italian condo, gazing out at the Alpine peaks, or a palm-studded seashore. In this dream, you’re not on vacation though, and you don’t have to pack up and head back to the U.S. after just a week or two. In …

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Is Your Retirement Preparedness Meter Still in the Red?

Is Your Retirement Preparedness Meter Still in the Red? If So, You Might Have to Continue Working

For more than 70 years, the Baby Boomer generation has been the catalyst for a long list of new products and services – and even new industries and innovations – that have sprung up as this group, born between 1946 and 1964, has moved through their lifecycle. In fact, this “Baby Boomer Factor,” as it …

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