Your Spending Dictates Your Retirement, not a Magic Number
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor.
Retirement Planning: Managing Market Risks and Ensuring Financial Stability
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.
Would You Be Prepared for an Unplanned Early Retirement?
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?
Is Your Retirement Plan on Track? How to Know in Your 40s and 50s
Managing Associate Jarrett McKenzie, CFP®, CWS®, and 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.
Avoiding Costly Mistakes: Managing an IRA Post-Separation
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.
Succession Planning for Baby Boomer Business Owners: Ensuring a Smooth Transition
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.
Do You Know Your Medicare Coverage Options?
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.
Building a Sell Strategy: Balancing Risk, Tax Efficiency, and Retirement Needs
Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate K.C. Smith, CFP®, CEPA, 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.
Retirement Success: It Takes More Than Just Saving
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.
A Retiree’s Guide to Reducing Taxes on Social Security Benefits
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.