A Roth IRA is a type of retirement account where you contribute after-tax money. However, there are a handful of common Roth IRA mistakes people make. One of the great…
Tag: financial advisor
Can You Secure Your Retirement Income With Annuities?
Annuities are a common financial instrument for creating retirement income. While they can provide financial security and peace of mind, they are not without their risks. Annuities are financial products…
Retired and Facing Divorce: What You Need to Know
Divorce after 50, also called gray divorce, is seeing an unprecedented rise globally. As unsettling as it may feel to start all over again, there’s a lot you can do…
Retirement Hacks: Age 60+
Planning for retirement can be challenging at any age, but it can be particularly daunting when you’re in your 60s. With the beginning of a new chapter in life, you…
Volatility and Retirement Planning
The past year has brought unprecedented challenges for retirees, with many facing the financial effects of inflation. While it’s natural to feel anxious, it’s important to take a holistic approach…
4 Key Benefits of Working With a Wealth Manager
Wealth managers have a range of responsibilities beyond simply finding suitable investments for their clients. Here are three reasons why you might need a wealth manager, and how to choose…