Can I Live to 100 with Money to Spare?

That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan. Retirement planning no longer adheres to old methods, outdated assumptions or simple rules of thumb. Here are some big picture concepts that retirees or future retirees should keep in mind when beginning the planning process.

5 Sound Investment Fundamentals

The return of volatility to the market is real and may cause investors to feel uncertain and fearful, compelling them to make portfolio changes. Do not overreact—staying the course may be your best strategy; however, this assumes you have a formalized investment plan in place. To help you chart your course, we’d like to offer you 5 sound investment fundamentals.

Top 5 Questions To Ask Your Financial Advisor Regarding Portfolio Risk

If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use these 5 questions as a backdrop for a meaningful discussion about your financial health and future, so that you can become a truly informed consumer.