Advisor Advice

The process of retirement isn’t simply about turning 65 and handing in your notice. Preparing for retirement is a decades-long process that involves lots of careful planning, prognosticating, and preparation. For starters, it requires years of saving, investing, and strategizing. Even if you make no mistakes, it’s still a process that can […]

If you’re nearing retirement age, you may be wondering how to restructure your investment portfolio for the future. Investing in later life doesn’t look like it should earlier in your career: if you’re close to retirement age, you’ll want less risky scenarios to protect you from a downturn in the market. This […]

While financial market volatility is often nerve-wracking for any investor, it can be particularly daunting for those who are close to or at retirement age. When market dips happen – such as the significant ones the markets have seen recently – investors need to sell more shares to raise the same […]

If you’re getting close to retirement age – even if it’s a few years down the road – you’re likely a bit nervous about your retirement funds as well as your overall budget. Recent drops in the market have put a dent in most retirement accounts, and the news is full of […]

If you’re like many Americans, you may employ a certified public accountant (CPA) to do your taxes. At the same time, you may use a financial advisor to maintain your investments or plan your retirement. But do these two people ever communicate except for a brief time during tax season? If not, you may […]

While tax season may be largely over, you could still be coping with the fallout from errors on your return. This may be leading to a delay in your refund, or it may simply be giving you an IRS-sized headache. The following are some of the most common mistakes Americans make when […]