Category: Retirement Planning

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

February 20, 2023
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

January 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...

29 Jun

Evidence Based Investing, Market Timing, Retirement Planning

6 Ways to Navigate the Bear Market

November 23, 2022
By Zack Armstrong

Investment Advisory services offered through Sigma Planning Corporation, a registered investment advisor. Allied Integrated...

10 Jun

Retirement Planning

Light at the End of Inflation Tunnel?

January 23, 2023
By Zack Armstrong

Wes Crill, PhD Head of Investment Strategists and Vice President, Dimensional Fund Advisors Jun 10, 2022 At ...