Social Security is a top concern for older voters and with good reason. According to the nonpartisan Center for Budget and Policy Priorities, in 2022, Social Security benefits replaced about 37% of past earnings for Americans who retired at age 65.
Given how unpopular changes to entitlement programs are among voters, raising the age for full benefits is unlikely to happen quickly.
https://finance.yahoo.com/news/6-costly-mistakes-avoid-picking-230034388.html
It’s not unusual to hear about someone building wealth based on advice from a well-known financial expert. Many investors have experienced success in the stock market when they have listened to Warren Buffett’s pearls of wisdom, and homeowners have found themselves quickly building equity after following Barbara Corcoran’s real estate tips about the benefits of buying a home now instead of waiting on the sidelines.
In the realm of investment choices, mutual funds have been a longstanding option for individual investors seeking professional money management and diversification. However, as the landscape evolves, concerns arise over mutual fund fee structures and cheaper alternatives to accomplish the same goal.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
Keep challenges such as inflation, market volatility and more in mind when it’s time for you to shift from saving for retirement to spending.
Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.
With so many FIA products available, each with its own contract terms and varying rates, it's crucial to invest in one that fits your retirement plan.
Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.
Do your clients and prospects understand how compound interest might help or hinder them in their investments? Teach them with our new article.