Sequence of Returns Risk Video

Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.

Why ‘When’ Can Be More Important Than ‘How Much’ in Retirement

You’ve been good. You’ve scrimped and saved and saved some more and are nearing the much anticipated life transition known as retirement. With ample time, travel plans, and the feeling of freedom, who wouldn’t be excited? However, lurking in the background is one of the more disruptive and less known about risk factors which can significantly impact your retirement sustainability. …

Eliminate the Noise and Focus on What You Can Control

We have heard this concept for years, and while in theory this seems very simple, it is quite difficult in practice. Think about these past few weeks, where a large number of schools and businesses have moved to remote operations, rendering us confined to our home. With nowhere to go, we find ourselves watching the news and scrolling through social …

Coronavirus and Your Investments: Why you Shouldn’t Care

The hysteria surrounding Coronavirus has been populated across our TV’s and news feeds for the past few months, and understandably so. There is currently no vaccine for the virus, and the number of people being infected and dying is increasing every day. The mere fact that there are a lot of unknowns leads to speculation, which can lead to panic. …

Will Social Security Be Around When I Retire?

The Social Security Act was enacted in 1935 as a means to provide a safety net for elderly, unemployed, and disadvantaged Americans. The Act was also to pay financial benefits to retirees over the age of 65, and the payout to be based on the amount contributed via payroll tax contributions. Since its inception, Social Security has been plagued by …