There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for them. Let’s examine each one. The Growth and Accumulation Stage This stage begins as soon as you join the workforce, typically in your 20s. Ideally, that’s when you should begin investing a […]

There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for them. Let’s examine each one. The Growth and Accumulation Stage This stage begins as soon as you join the workforce, typically in your 20s. Ideally, that’s when you should begin investing a

Your financial retirement plan may work great if everything goes accordingly. But, if there’s one great certainty about life, it’s that nothing is certain. Stuff happens—stuff we didn’t expect or prepare for. That’s why resilience is so important. Simply put, resilience is the ability to recover from adversity. It’s important in every aspect of life,

Retirement should be a time to enjoy life without constant financial worry. Yet many retirees and those nearing retirement overlook risks that can quietly chip away at the comfortable lifestyle they’ve worked so hard to achieve. Understanding these risks and how to plan for them can make the difference between a secure, predictable retirement and

Retirement should be a time to enjoy life without constant financial worry. Yet many retirees and those nearing retirement overlook risks that can quietly chip away at the comfortable lifestyle they’ve worked so hard to achieve. Understanding these risks and how to plan for them can make the difference between a secure, predictable retirement and

June is National Annuity Awareness Month, an effort launched by the insurance industry to promote education about this complex and often misunderstood investment tool. Not only are annuities complex, but they are also the subject of a great deal of misinformation, and sometimes biased reporting, in the financial media. In truth, an annuity can be

If you’re approaching retirement, you’ve likely spent decades saving and investing with the goal of building a solid financial foundation. But now that retirement is within reach, it’s time to ask a critical question: Is your investment strategy built for this next chapter of life? For many people, the answer is no. The reason: a

Being a father is one of life’s greatest responsibilities — and one of its most rewarding roles. From late-night feedings to college graduations, fatherhood is filled with moments that shape a family’s future. But there’s one responsibility that often gets short-changed in the hustle of everyday life: financial and retirement planning. In June, we pause