Retirement and Estate Planning

Featuring contributions from David J. Scranton, host of the national TV show, The Income Generation, and founder of The Retirement Income Store®, this newsletter shares valuable insights on the best ways to navigate the complexities of planning and saving for retirement. Each month, the newsletter explains how recent events in the financial markets could affect your ability to achieve your goals for retirement. It also provides information on how fixed income investments can help you establish consistent and reliable streams of retirement income.

Pre-retirees who are thinking about changing their primary residence after they retire and who will need a mortgage to do so may benefit from making...

Our country is facing a looming retirement income crisis. What exactly does that mean? Simply put, it means those people retiring from the workforce may...

There are few things scarier than a bear market, but steep and sustained downturns in stocks are an absolute fact of investing life. Markets go...

Few adults would go without auto, home, life, or health insurance. But the kind of insurance that helps protect against the risk of running out...

If you’re starting to wonder if you’ll ever have enough money saved to retire, you aren’t alone. According to the Employee Benefit Research Institute’s 2022...

Paying state and federal taxes is part of life. Yet, of course, we all want to keep hold of as much of our income as...

Selecting the right financial advisor is an important but difficult decision. Key considerations include whether your prospective advisor has the right technical skills, charges fair...

Market ups and downs can keep retirees on edge, worried about potentially big losses from which they may never be able to recover. And those...

Are you entering retirement, but want to delay taking the full required minimum distributions (RMDs) from your retirement portfolio? Perhaps use the money to help...

It is easy to identify things you could have done differently knowing what you know today. If only we had a crystal ball, life could...

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