Protect your client’s nest egg from a volatile market
Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.
Social Security
Should clients ever put all their savings in stocks
It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.
Should clients ever put all their savings in stocks: Retirement Scan
It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.
Clients turning 62 next year? Here’s what to know
If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.
Why clients should file for Social Security benefits before 67
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
Why clients should file for Social Security benefits before 67: Retirement Scan
Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.
5 tax moves investors retiring in 2017 should make now: Retirement Scan
They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.
5 tax moves investors retiring in 2017 should make now: Retirement Scan
They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.
Benefits Think Delaying Social Security benefits has advantages beyond improved cash flow
Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.
Gregory B. Gagne
Affinity Investment Group LLC
Whatever happened to that old retirement plan?
As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.
Whatever happened to that old retirement plan?
As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.
How to boost Social Security checks by 85 percent
For Americans, few decisions are as financially consequential as choosing when to take Social Security. Or as hard.
How to protect an elderly widower from financial predators: Retirement Scan
Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.
Don’t let worst-case scenarios dictate investment strategy: Retirement Scan
Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.
Don’t let worst-case scenarios dictate investment strategy
Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.
Last-chance moves for retirees to cut their 2016 tax bill: Retirement Scan
Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.
Last-chance moves for retirees to cut their 2016 tax bill
Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.
Don’t let election volatility sway clients’ 401(k) investments: Retirement Scan
Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.
Don’t let election volatility sway clients’ 401(k) investments: Retirement Scan
Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.
How to help retirement clients as inflation creeps back
Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.
