Category: Retirement Planning

23 Mar

Blog, Estate Planning, Retirement Planning

The Different Stages of Estate Planning

July 14, 2024
By Natalya Lainhart

On our list of things we love to avoid, estate planning is one of the most prominent. Who wants to confront their mortality, especia...

14 Mar

Blog, Investment Ideas, Investment Philosophy, Retirement Planning

The Benefit of Offering Retirement Plans

July 14, 2024
By Natalya Lainhart

Knowledgeable employers understand that financial wellness is a critical component of employee well-being. Fortunately, you can impr...

27 Feb

Blog, Financial Planning, Retirement Planning

What is a Lifetime Annuity for Your Retirement Planning?

February 27, 2023
By Zack Armstrong

A primal fear many investors have is running out of money in retirement. Avoiding this disaster isn’t easy because there are many va...

02 Feb

Blog, Financial Planning, Retirement Planning

Key 401K Statistics You Should Know About

February 2, 2023
By Zack Armstrong

Retirement plans are the cornerstone of savings for Americans planning for retirement. In particular, defined contribution (DC) plan...

25 Jan

Blog, Financial Planning, Retirement Planning, Savings

The Key To Not Outlive Your Retirement Money

July 14, 2024
By Zack Armstrong

The 4% percent rule is a retirement investment strategy that establishes a steady and secured income stream. Experts believe this rule...

04 Jan

Investment Ideas, Retirement Planning

The Underutilized Roth IRA

August 11, 2023
By Zack Armstrong

While most investors are familiar with the traditional IRA, only some understand the powerful benefits of a Roth IRA. A Roth IRA is ...

22 Dec

Financial Planning, Retirement Planning, Savings

Statistics, Facts, and Trends On Estate Planning

February 20, 2023
By Zack Armstrong

No one looks forward to planning for what will happen to their assets after they die. It means confronting mortality, which is problem...

05 Dec

Investment Ideas, Retirement Planning, Uncategorized

How 401(k) Plans Work: How to Save More Than Your Peers

February 20, 2023
By Zack Armstrong

For many Americans, the 401(k) plan is the bedrock of retirement planning. More than 100 million Americans are covered by these plans,...

14 Nov

Investment Ideas, Retirement Planning

Retirement Planning Facts & Trends

January 23, 2023
By Zack Armstrong

Planning for retirement is more difficult now. A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...

11 Aug

Retirement Planning, Tax Management

Required Minimum Distributions 101

November 23, 2022
By Zack Armstrong

Understanding mandatory retirement account withdrawals. Provided by Zachary H. Armstrong, CFA, CPA If you are ap...