Given the backdrop of economic uncertainty and the rise in both life expectancy and medical costs, prospects look difficult for those facing retirement shortfalls.
If you’re concerned about running out of money during retirement, you need to be realistic and conservative with your assumptions. Here are 8 conservative assumptions for you to consider.
On only a few rare occasions does it make sense to defer money to your 401(k) or other employer sponsored plan instead of a Roth IRA.
Only a quarter of all Medicare participants have opted to use the private Medicare Advantage (MA) insurance option, and this number is expected to drop drastically over the next four years.
Deciding whether to take a lump sum or monthly payments from your defined benefit plan can be one of the most important financial decisions of your retirement.
A prospective client walked into my office concerned about his portfolio and was seeking investment advice. The interesting fact was the investment question was not the right question.