OUR BLOG
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.
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Target-Date Funds: The Backbone of Many Retirement Accounts
May 22, 2023 | Investing
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are further away from the target date and strategized for wealth preservation the… |
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A Classic Playlist from the Year 1983
May 19, 2023 | Lifestyle
The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement and thinking about setting up a playlist of songs from when you were younger to celebrate, this list… |
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How Long Can I Keep My Money in My Retirement Account?
May 15, 2023 | Financial Planning, Retirement Income Planning
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old.[1] This is called a required minimum distribution (often shortened to RMD). More specifically,… |
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A Guide for In-Home Care
May 12, 2023 | Healthcare
If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most important thing to understand is the basics. If you are a home-bound individual or have… |
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What Happens to Inherited Retirement Accounts?
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the beneficiary just gets all the… |
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