Developing a Strategy for Long-Term Retirement Income

Developing a Strategy for Long-Term Retirement Income

Retirement planning isn’t just about saving—it’s about ensuring those savings last. A sustainable retirement income plan helps ensure financial security by balancing predictable income sources, strategic withdrawals, and long-term risk management. Without a strategy...
Managing Withdrawals During Market Downturns

Managing Withdrawals During Market Downturns

While no one likes to see the value of their 401(k) or IRA decrease, market downturns are far more worrying for current retirees than workers. Those nearing retirement can take comfort in knowing they may be able to defer their Required Minimum Distributions (RMDs) a...
Investment Strategies for Women

Investment Strategies for Women

Women face unique retirement planning and investment challenges, including longer lifespans and potential income gaps from career breaks or lower lifetime earnings. Although everyone can benefit from strong investment strategies, women have a particular interest in...
Unique Challenges Women Face in Retirement

Unique Challenges Women Face in Retirement

Women face distinct challenges in retirement. Longer lifespans, lower lifetime earnings, and higher healthcare costs can create financial hurdles that require careful preparation. Single women, couples, and widows should keep these unique challenges in mind when...