Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.
Nearly half of retirees leave the workforce earlier than planned—many due to company changes or hardships like disability. Are you financially prepared for the unexpected?
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
Baby Boomer business owners: Is your business ready for the future? As you approach retirement, succession planning is key to ensuring the legacy and success of your company.
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.
On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some potential hazards investors may want to watch out for.
Social Security benefits are a lifeline for millions, but the taxation of these benefits can be complex. Understanding how your benefits are taxed and the strategies to minimize tax liabilities is crucial. Stay informed and plan wisely to make the most of your retirement income.
Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in real estate in retirement, as they see their rental units providing a positive cash flow.
