Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching investments with the point in time when they will be needed to meet...
Laura Stover, RFC® and Michael Wallin, CFP® discuss the most important financial goal in retirement, which may not be what most people think. This week’s weekend brief is from Moshe Milevsky, a respected finance professor, who emphasizes the importance of reducing...
A declining market will make any retiree uncomfortable, and it could put your future in jeopardy if you haven’t thought through your withdrawal strategy. Many retirees struggle to shift their mindset from accumulation to distribution so let’s talk about how to...
The steep decline in the stock market and rising inflation is impacting all Americans but no one is feeling it quite like people that are nearing retirement or those that recently made the transition to retirement. The drop in account value paired with the decline in...
With all the volatility this year, there are a lot of individuals re-examining the value their advisor brings in. Without knowing every option and without understanding how different financial services are structured, it can be difficult to truly evaluate your...
After years and years of saving money, there will come a point where we need to make withdrawals for retirement income and have to begin taking money out of those IRA accounts and those qualified accounts. The question many pre-retirees and retirees have is how do you...
