From: Allianz
Clients in today’s economic environment need to be prepared for a variety of risks to their financial well-being. Their retirement strategy in particular needs a mix of assets that can help support and protect long-term goals.
Along with traditional sources of retirement income – including Social Security benefits, a 401(k), an annuity, and other investments – a fixed index universal life insurance (FIUL) policy can play an important…
The SECURE 2.0 Act will help Americans bolster their retirement savings and strengthen their long-term financial security. The common-sense solutions in the bill—including encouraging employers to offer more plan options and making it easier for small businesses to offer retirement savings plans—will help ensure employees’ retirement savings last a lifetime.
Here’s what you need to know about the SECURE 2.0 Act of 2022:
From: www.advisorperspectives.com
Things are looking up for people who are close to retirement, according to a Morningstar report published Monday.
With the outlook improving for stocks and bonds next year, the percentage of a nest egg that retirees can safely start withdrawing from savings has increased to 3.8%, up from 3.3% in 2021, the report said….
Check out David Morgan’s video and eBook on Reinventing Retirement:
From: financeinsights.net
A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years.
If you retired with $1 million in 1970, you probably didn’t have to worry about your nest egg running out, even with a lavish lifestyle. It would be like retiring with $6.9…
From: www.caring.com
Whether you’re nearing retirement age, have a significant disability or are struggling to meet your basic needs, you may be entitled to Social Security. This federal program includes several different components that can provide valuable financial assistance regardless of your age. Here’s what you need to know about eligibility and how to claim your benefits.
The…
From: theamericanretiree.com
During your early life, you probably rode the ebb and flow of the market, hoping to hit that investment “home run.” And why not? Even though you suffered losses from time to time, you were confident that you would bounce back, and you knew you had plenty of time to recover before retirement.
As time passes, investing approaches change. Retirement is when most people…
From: retirement.tips
There have been lots of headlines lately about how investing in Series I savings bonds, which offer an initial interest rate of 9.62% through October 2022, can help investors keep up with the current red-hot inflation rate.
If you’re approaching (or in) retirement, however, are these bonds as good an investment as they are for younger investors? Let’s break…
From: www.thinkadvisor.com
Vanguard on Tuesday released the latest edition of How America Saves, its report on 401(k) plan design and retirement savings habits.
Based on an examination of retirement plan data from 5 million defined contribution plan participants across Vanguard’s recordkeeping business, the report found that while employers have made significant progress in adopting leading plan…
From: www.lordabbett.com
In this video, Lord Abbett investment Strategist Joseph Graham examines ways to navigate risk in today’s fixed income environment.
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