Retirement planning involves many factors, but one that’s often overlooked is selecting the right time to retire—if clients even have a choice. Advisors can help, but it takes a certain finesse.
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September 13, 2024
The Good, Bad And Ugly Of Target-Date Funds
Many 401(k)s put members into target-date funds, often by default. These professionally managed funds automatically start savers in equity-heavy portfolios and increasingly reallocate assets to... more
July 28, 2022
Can You Retire on $1 Million? Here’s How Far It Will Go
Becoming a millionaire seems like a surefire way to live comfortably. However, if you are no longer working, just how long will a million dollars... more
March 10, 2022
6 Financial Planners on What They’re Doing with Their Own Investments, as Inflation Sits at a 40-Year High
The rate of U.S. inflation hit 7.9% in February, according to government data released Thursday. It remains at a 40-year high. High inflation is, no... more