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March 17, 2020

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Retirement

Retirement Income Planning

Retirement is about one thing, replacing income from your job with income generated from a number of different sources. As you get close to retiring, the traditional approach to allocation has been to add more bonds into your portfolio to help reduce stock market risk. However, in today’s low-rate environment, bonds might not generate sufficient income on their own.
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Retirement

March 20, 2020

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Retirement

What To Do When the Market Drops…

People tend to only talk about volatility and investment risk when the market drops. Investing when the market is going up is fun and easy, but what do you do when the market drops and there is no end in sight to when the losses will stop? Right now, we are in the middle of the fasted bear market in history. Investors are worried that the Covid-19 virus and the Oil War are going to cause a continued economic shut down and push us into a deep recession.
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Retirement

March 26, 2020

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Retirement

Sequence Of Returns – Retiring In A Bear Market

Sequence of returns risk analyzes the order in which your investment returns occur. If you are taking withdrawals from your portfolio, the order or the sequence of investment returns can significantly impact your portfolios overall value. This is often a risk that is overlooked by many retirees. Retiring during a bull market takes hours and hours of planning. Retiring into a bear market, that is a whole other ballgame.
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Retirement

April 30, 2020

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Retirement

A New Retirement Plan – 7 Impacts of the SECURE ACT and the CARES ACT

Retirement plans have gone through major changes over the past 6 months due to the passing of 2 new laws, the SECURE Act and the CARES Act. Here we will take a look at the major impacts these two new laws have on retirement accounts.
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Retirement
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