Topics
Topic:
Client Services
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Life expectancy and your retirement
Will you live past your life expectancy? Chances are you will say no. We have a tendency to underestimate how long we will live. I challenge you to change your thinking when thinking of retirement income planning decisions from “I’ll never live that long” to “what if I do?”
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Salter: How much can you spend in retirement?
Retirement spending rates have been subject to much research and debate in the last few years. The central issue is spending from a portfolio that will have future uncertain returns, and uncertainty is prevalent in both conservative and aggressive risk portfolios, just to different extents.
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Are you financially well?
Discover the CFPB’s definition of financial well-being and the four key elements to achieving it: control over finances, readiness for financial shocks, progress toward goals, and freedom to enjoy life. Learn practical tips to improve your financial health today!
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The long-term care insurance decision
Is long-term care insurance a necessity or a choice? Explore the rising costs of care, policy options like daily benefits, inflation adjustments, and elimination periods, plus key factors to consider when deciding if it’s right for you.
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Asset allocation, the key to long-term investing
Discover the power of asset allocation for a well-diversified portfolio. Learn how to balance stocks, bonds, and other asset classes, manage risk, and stay disciplined during market swings to achieve long-term financial success.
