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retirement income

The Case for a Rising Equity Glide Path During Retirement

Financial advisors often recommended that retiring investors transition growth assets to more conservative options. This is due to a concept called “sequence of returns.” If the financial markets decline at the beginning of retirement, an investment portfolio could be reduced to the point in which retirement income is greatly affected. To help avoid this negative…

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New Year’s Resolutions

This is the time we start thinking about setting New Year’s resolutions for the coming year. However, consider for a moment that this tradition may be a bit shortsighted. Did you know that J.K. Rowling created a detailed outline of all seven Harry Potter books before she began writing? And George Lucas envisioned at least…

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Investing for the Long Term

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

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Thanksgiving!

This time of year sees turkeys land in the freezer and age old family recipes come out to see the light of day again. While a delicious feast and time spent with loved ones are certainly the highlight of November, I like to pause and reflect on gratitude – the backbone of Thanksgiving. Did you…

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Goals-Based Investing

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea behind goals-based investing. You don’t just seek out investments that…

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The Nature of Risk and Reward

Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for those who are near or already in retirement. Consider the story of the tortoise and the hare. The tortoise pursued a slow but steady pace…

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The Risks of Aging

On the popular television show “Star Trek,” the Vulcan character Mr. Spock was known for his salutation “Live long and prosper.” However, those two concepts may sometimes work at odds with each other, especially if people don’t have a plan for their retirement income. Many retirees can live a prosperous lifestyle, but without a retirement…

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