9 Facts About Social Security
Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.
Four Really Good Reasons to Invest
Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.
Wise Decisions with Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future.
Your Year-End Financial Checklist
Aspects of your financial life to review as the year draws to a close.
End of the Year Money Moves
Here are some things you might consider before saying goodbye to 2020.
October Is Financial Planning Month
Learn about the 6 areas of financial planning and why they’re important.
How Much Money Will You Need for Retirement?
Determining how much money you need in retirement is a process. It shouldn't be a number that you pull out of thin air. Read on to learn more.
Smart Financial Moves in Your 20s, 30s, 40s, & 50s
Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey, certain financial moves make more sense than others. Read on to learn more.
Before You Claim Social Security
Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.
Retirement Questions That Have Nothing to do with Money
Too many people retire without any idea of what their retirement will look like. They leave work, and they cannot figure out what to do with themselves, so they grow restless. Certainly, you do not want this to happen to you.
A Stock Market Lesson to Remember
Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19.1
On April 17, the S&P closed at 2,874.56. In less than a month, the index rallied 28.5% from its March 23 settlement. And while past performance does not guarantee future results, there is a lesson in numbers like these.1
In the stock market, confidence can quickly erode – but it can also quickly emerge. That should not be forgotten.
Keep Calm, Stay Invested
As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many good reasons to remain in the market rather than attempting to intuit or guess when and where big shifts in fortune may arrive.
Key Provisions of the CARES Act
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.
What do I do now?
When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s reasonable to be worried about a situation that seems unprecedented.
But let’s not panic.
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