Articles
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
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item = Retirement & Financial Planning
Retirement & Financial Planning
item.slug = retirement-financial-planning -
item = Market Updates
Market Updates
item.slug = market-updates -
item = 401(k) For Employers
401(k) For Employers
item.slug = 401k-for-employers -
item = Investing
Investing
item.slug = investing -
item = Life in Retirement
Life in Retirement
item.slug = life-in-retirement -
item = Taxes
Taxes
item.slug = taxes -
item = Social Security
Social Security
item.slug = social-security -
item = Financial Planning
Financial Planning
item.slug = financial-planning -
item = Insurance
Insurance
item.slug = insurance -
item = Women in Retirement
Women in Retirement
item.slug = women-in-retirement -
item = Healthcare
Healthcare
item.slug = healthcare -
item = IRA, Pensions, 401(k)
IRA, Pensions, 401(k)
item.slug = ira-pensions-401k -
item = Estate Planning
Estate Planning
item.slug = estate-planning -
item = 401(k) Approach
401(k) Approach
item.slug = 401k-approach -
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content.tag_list = [Investing]
content.tag_list = [Investing]
content.tag_list = [Investing]
content.tag_list = [Life in Retirement]
content.tag_list = [Social Security]
content.tag_list = [Social Security]
content.tag_list = [Life in Retirement, Women in Retirement]
content.tag_list = [Life in Retirement, Retirement & Financial Planning]
content.tag_list = [Taxes]
content.tag_list = [Investing, Retirement & Financial Planning]
tag = [Investing]
The 3 Benefits of Working with an Independent, Fee-Based Advisor
When you hear the word “independent,” what comes to mind? It’s an important question for investors and people nearing retirement. That’s because, if you’ve yet to select an advisor, you’re: Looking for someone you can trust Going to want to work...
tag = [Investing]
Why It’s Critical to Work with a Fiduciary Financial Advisor
Positive Outcomes from the DOL to You Consider the word “fiduciary.” In April of 2016, the term “fiduciary advisor” finally gained some much-needed traction within the public’s consciousness when the Department of Labor (DOL) introduced its...
tag = [Investing]
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to...
tag = [Life in Retirement]
Reader’s Question: Is it okay to rent in retirement rather than own?
Question: We’re renters in an expensive market who will be retiring and relocating soon. (We haven’t decided where.) We’re on track to realize 100% of our pre-retirement income. Should we rent or buy our next home? Answer: I’m sure it comes as no...
tag = [Social Security]
3 Potential Changes to Social Security
How the Threat of Insolvency Could Impact Your Retirement Plan If you haven’t retired, and you’re counting on a specific amount of Social Security income to augment your post-career lifestyle, you probably shouldn’t allocate those dollars, just yet....
tag = [Social Security]
Social Security: When Age Is More Than A Number
If you’re approaching age 62 and wonder about the “right” time to start collecting Social Security, you’re probably not alone. And in my experience, there are a whopping total of two ideal windows for this momentous occasion based solely upon one...
tag = [Life in Retirement, Women in Retirement]
Reader's Question: My spouse handles our finances, how can I start helping?
Question: My spouse handles the finances, what should we do to ensure I can handle them too? -Robin Answer: Robin, I often encounter couples where one spouse is more involved in financial decision making than the other. Even if finances aren’t your...
tag = [Life in Retirement, Retirement & Financial Planning]
Will I Outlive My Money?
One of the greatest questions older Americans face as they think about retirement is, “What will it cost?” There is no simple answer, but one thing is likely: it will cost more than you think. According to a 2017 study1, the average cost of...
tag = [Taxes]
Smart Ways to Structure Your Retirement in 2018
The new 2018 tax law brings about some of the most sweeping changes we’ve seen in decades. For those of us facing retirement or already enjoying retirement, these changes bring about big questions. Primarily, what is the best way to structure...
tag = [Investing, Retirement & Financial Planning]
Readers Ask Their Questions: Semi-Liquid Investments Available?
Question: What non-stock options are available for a 72-year-old man? I’m retired and sitting on a pretty good amount of funds. I’m looking for investments that are semi-liquid and semi-safe. —Ben Answer: Ben, Without doing a full risk assessment...
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