DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE?

Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...

WHAT’S NEW FOR SOCIAL SECURITY?

Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. READY FOR A COST-OF-LIVING (COLA)...

5 BENEFITS OF WORKING IN RETIREMENT

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 33.2 percent by 2029, up from just 25.6 percent in 2009. As the...

RETIREMENT REALITIES

EXPECTATIONS VS. REALITY Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But,...