Retirement is one of the most important life events you will experience, and getting it right takes wise planning. Here are the key aspects to carry out during the five phases of retirement.
Read MoreThe 3d Quarter of 2018 was a dream ride for the United States stock market, with the S&P 500 gliding smoothly up 7.7% with hardly any hint of the volatility that marked the first two quarters of this year.
Read MoreMany of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.
Read MoreBefore your first visit, most financial professionals will ask you to pull together a lot of paperwork. They'll want to see tax returns, retirement account statements, Social Security benefit statements and so on.
Read MoreHas living in a recreational vehicle been your dream sometimes? It may not be too late. Now that you have retired, you can have location flexibility and time to enjoy nature and enjoy life to the fullest.
Read MoreIn November of 2015, Congress surprised many of us with effective collaboration between the Democrats and Republicans to pass the Bipartisan Budget Act of 2015.
Read MoreHave you worked and saved your whole life with the goal of retiring one day? Have you thought about if you have saved enough money to live on for 30 years during retirement?
Read MoreManaging Partner and Chief Investment Officer Jon Castle was recently interviewed by NewRetirement as part of their Expert Interview Program.
Read MoreThe lack of full understanding may cause seniors to be too frugal with health care, and deny themselves reasonable care due to fear of costs.
Read MoreAre you retired but haven’t started drawing your pensions and Social Security benefits yet? If this sounds like you, then you may have very little taxable income.
Read MoreAttend The Retirement Continuum™ - A Comprehensive Retirement Class provided through the University of North Florida's LearnJax Program!
Read MoreIt looks like the long upward sprint the market has taken over the last four months might be coming to a pause. Let's take a closer look.
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