This age signifies a turning point of sorts in your life—on a number of fronts. You may not be retiring at 59 1/2 — an age 59 1/2 retirement simply may not be practical. However, retirement often starts to feel less like an idea and more like something that will actually happen, and relatively soon.
Diversification isn’t just for your investment portfolio. If you’re actively saving for retirement, it’s also a good idea to diversify how and when your savings will be taxed. Doing so can help you successfully navigate two unknowns in retirement.
The transition from working and earning a paycheck to living off your savings is a significant lifestyle change, so, it is imperative to prepare accordingly. The better you understand these new possibilities, the better you can prepare for a successful and happy retirement.
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.
It’s important to develop a basic understanding of financial aid before your child applies to college. Without such knowledge, you may have trouble understanding the process of aid determination, filling out the proper aid applications, and comparing the financial aid awards that your child may receive.
Year over year, our Value of an Advisor study has indisputably shown that an advisor who delivers holistic wealth management services provides value that far exceeds the typical fee charged.
Vanguard released the “Advisor’s Alpha®” research study. First published over twenty years ago, this study attempts to quantify the benefits or “alpha” that wealth advisors can add to their client’s net investment outcomes through relationship-oriented services such as planning and discipline rather than simply picking investments to try to outperform the market.