Posts Tagged ‘Social Security’
Why Sequence of Returns Risk Matters Now
The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be daily volatility with no end in sight. That initial shock affected a lot of people. In fact, the Spectrem Group reported that the number of U.S.…
Read MoreInvesting for Income
Investing for income is generally the modus operandi of a retirement portfolio. That’s because the so-called “accumulation phase” ends and the “distribution phase” begins. In other words, retirees stop focusing on getting rich and become more concerned with paying their bills and living a comfortable lifestyle. Income investing is different from growth investing but should…
Read MoreWhat Gets Left Behind: Helping Clients Handle a Loved One’s Estate
As a financial advisor, you are witness to some of the best moments of your clients’ lives – but you’re also there for some of their lowest. This is especially true when a client dies, leaving behind a spouse or children who must wrap up their loved one’s affairs while grappling with their loss. After…
Read MoreWhy Some Clients Should Take Social Security Early
Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…
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