Browsing: Retirement
So, what is an Investment Policy Statement (IPS) and why do you need one? Will it benefit you and your…
Yep. It is time to make a list and check it twice. But this checklist doesn’t have anything to do…
Baona | E+ | Getty ImagesMore from FA Playbook:Here’s a look at other stories impacting the financial advisor business.Starting in…
It’s not unusual for people to want to cut housing costs, and it’s especially true of older adults who may…
As the dust settles on the U.S. presidential election, it’s a great time to take stock of your financial strategies…
With retirement, most people worry about having enough money and funding healthcare, but did you know that your heart health…
In my last article, I focused on the Federal Employee Health Benefits (FEHB) program and how it works in retirement. In…
Laylabird | E+ | Getty ImagesMost Americans will have a lower tax burden in retirement than during their working years.However,…
The year – another interesting 12 months with the election, slowing inflation, a relatively healthy economy, and also continued uncertainty…
You’ve spent decades in the workforce earning a living, your schedule dictated by the demands of the job. All the…