Safe Money Resource

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Diversification and Its Role in Retirement Planning

    Chances are you know the concept of asset allocation. As Forbes contributor Mitch Tuchman puts it, asset allocation is the “collection of investments you own,” depending on your risk tolerance and your desire for potential investment returns. In the investing world, it is a strategy of apportioning assets to achieve a strategic balance of potential risks and returns that is right for an individua...

  • An Update on the DOL Rule's Outlook - And What It Means for You

    Having been created by the Obama administration, the DOL fiduciary rule would bring wide, sweeping changes to the financial services industry. But as we noted in prior articles, a Trump administration could make this a different story. There was potential for the rule to be delayed past its April 10, 2017 “applicability date,” to undergo changes, or to even be abolished. Since we first published ...

Safe Money Resource

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • 4 Ways to Boost Your Financial Wellness This Holiday Season

    The holidays offer a great opportunity for us to reconnect with loved ones, relatives, and friends. From Thanksgiving dinners and seasonal gift shopping to holiday get-togethers and family gatherings, these times are truly special. But apart from the joy, merriment, good cheer, and great company, many Americans find this period financially stressful. Discretionary spending, in the form of gift bu...

  • Donald Trump in the White House: How Might It Affect Retirement Issues?

    Photo credit: Donald Trump at Marriott Marquis NYC, 2016. By Michael Vadon (2016), Photo Link, Attribution (http://creativecommons.org/licenses/by/2.0/). Photo attribution by PhotosforClass.com. Just two weeks into his presidential tenure, Donald Trump already is taking swift action. From sweeping executive orders to bold ambitions for tax reform, immigration, job growth, and more, these times a...

  • What Might a Fiduciary Recommendation for Guaranteed Income or Wealth Protection Strategies Look Like?

    With its impending rollout in April, the DOL fiduciary rule will treat nearly all financial professionals as “fiduciaries.” As you can imagine, this has brought industry-wide changes in financial services. All types of financial companies, from stock brokerage firms and asset management companies to investment advisory organizations and insurance carriers, have been preparing for compliance. Of c...

  • Important Information on the DOL Fiduciary Rule

    Photo Credit: The Frances Perkins Building located at 200 Constitution Avenue, N.W., in the Capitol Hill neighborhood of Washington, D.C. Built in 1975, the modernist office building serves as headquarters of the United States Department of Labor. U.S. Department of Labor Headquarters, Creative Commons Photo, Author "Agnostic Preacher Kid," May 30, 2010, Property solely of author. Distributed wit...

  • What are My 401(k) Rollover Options? Read This for Some Need-to-Know Facts

    Retirement planning involves several decisions. For many retirement savers, an important question is what to do with their 401(k) retirement account. As they near retirement, investors must decide whether to leave the money within their account or choose another option, such as an IRA rollover. The good news is Americans typically have six options for moving 401(k) assets around or leaving them a...

  • Plan to Retire Soon? Here are 3 Steps for Greater Retirement Financial Security in 2017

    If anything, the new year tends to be a time of reinvention. From resolutions of healthier eating or more frequent exercise to more diligence with household finances, there is no shortage of areas for self-improvement. For people aged 50 and over, it’s another year closer to retirement. You have spent a long time preparing and setting aside money to be able to retire when and how you want to. Aft...

  • 3 Tips for Greater Lifelong Income Certainty, No Matter What the Market Does

    Following the election of Donald Trump as President-Elect, the market has been on the rise. On Tuesday, December 20, 2016, the Dow Jones Industrial Average nearly hit an all-time high. At session-high for the day, the Dow came within 13 points of hitting the 20,000-point benchmark – which would have been a new, all-time growth benchmark for the index. In fact, with a strong, days-long market rall...

  • What's Your Ideal Place to Retire: 10 Best Places to Retire in the United States

    Retirement is a period of transition. For most Americans, it represents a shift from a career or entrepreneurship to more personal downtime. Apart from more time to do what they want, many people focus on other retirement lifestyle decisions, such as where to live. If you are thinking about relocation, you may want to look at communities with a number of features: Lower costs-of-living Enjoyable...

  • Choosing the Right Advisor for Your 2017 Financial Success

      The holiday festivities are coming around, and many Americans are getting their financial houses in order. For people who are retired or near the end of their working life, that includes assuring their retirement needs and objectives can be met. If you and your partner are within five to ten years of retirement, or are already retired, now is a crucial point. It makes sense to prepare for this s...

  • Bolster Your Financial Confidence in 2017 with a Year-End Review

    As the holiday festivities roll around, many of us are thinking about 2017. What steps can we take to start off with a clean slate in the new year? One urgent priority should be conducting a year-end financial review and creating a well-balanced plan for the future, preferably with a financial professional. Not only will it help you start off strong, but it also will bring clarity and precision t...

Safe Money Resource

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Should an Annuity Be Part of Your Income Strategy?

      Record numbers of Americans are retiring. According to the U.S. Census Bureau, there will be over 80 million retirees by 2040. Life expectancies are on the rise – people are living longer. And a large proportion of Americans worry about market risk. They get anxious over how the stock market performs or fear potential losses. Because of these and other reasons, some Americans have been adopting ...

  • 3 Reasons to Focus on Income over Assets in Retirement Planning

    What is the more important marker in retirement planning: income or assets? This is an important question for retirees. After all, retirement can last for 30 years or longer – it isn’t a time to make mistakes. Inferior planning may lead to income gaps or other unnecessary financial complications. In past discussion, we have noted how income planning differs from investment planning – especially wi...

Safe Money Resource

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • How Does Income Planning Differ from Investment Planning?

    There are many decision-points leading up to retirement. Much of this process relates to financial planning. Should we wish to maintain a comfortable lifestyle, we must have sufficient income to support it. An effective retirement plan will lay out not only income goals we need to achieve, but also personalized strategies to sustain income security. In earlier years, many of us focused on investme...

Safe Money Resource

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • How Does Income Planning Differ from Investment Planning?

    There are many decision-points leading up to retirement. Much of this process relates to financial planning. Should we wish to maintain a comfortable lifestyle, we must have sufficient income to support it. An effective retirement plan will lay out not only income goals we need to achieve, but also personalized strategies to sustain income security. In earlier years, many of us focused on investme...

Safe Money Resource

Category: Content
Type: Blog Article

Generated 5 months ago

Safe Money Resource

Category: Content
Type: Blog Article

Generated 5 months ago

Safe Money Resource

Category: Content
Type: Blog Article

Generated 6 months ago

Safe Money Resource

Category: Content
Type: Blog Article

Generated 6 months ago

New blog posts detected

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