Retirement

Innovative ETFs Channel

Kevin O'Leary's Retirement Plans 'Never'

Kevin O’Leary’s Retirement Plans: “Never”

By Ben HernandezMarch 26, 2019

Relative Value Channel

Warren Buffett's Investment Strategy in 2008 Still Works Today

Buffett on Tax Cuts, China and Women in Business

By Validea's Guru Investor BlogMarch 19, 2019

Relative Value Channel

Dodging a Market Dip on the Way to Retirement

Dodging a Market Dip on the Way to Retirement

By Validea's Guru Investor BlogMarch 19, 2019

Advisor Solutions Channel

7 Rules for Investing in Your 20s

7 Rules for Investing in Your 20s

By Ben HernandezOctober 25, 2018

Advisor Solutions Channel

On the Your Money, Your Wealth® podcast, Joe Anderson, CFP® and Big Al Clopine, CPA, answer this question from Dwayne: 'Hi, I am 53.5 years old, looking to retire at age 60, am married (wife 50). We currently have $1.5M in retirement accounts. I envision needing $100k /year. My question is given those broad parameters, what would be a current appropriate amount of Bond vs. Stock allocation both now, and the next 5 years? Also, we have only our remaining home debt of $135k, which will be paid in full in 7 years. Thnaks!'

What Should Be My Allocation of Stocks and Bonds?

By Pure Financial AdvisorsOctober 25, 2018

Advisor Solutions Channel

IRA Options for a Surviving Spouse Under Age 59 1/2

IRA Options for a Surviving Spouse Under Age 59 1/2

By Financial Ducks in a RowOctober 24, 2018

Advisor Solutions Channel

How Social Security COLA is Calculated

Government Pension Offset for Social Security

By Financial Ducks in a RowOctober 19, 2018

Portfolio Construction Channel

How Social Security COLA is Calculated

Don’t Dismiss That “Small” Pension

By Financial Ducks in a RowOctober 18, 2018

Advisor Solutions Channel

Master Your IRA with Advanced IRA Strategies

Master Your IRA with Advanced IRA Strategies

By Ben HernandezOctober 16, 2018

Advisor Solutions Channel

Tax-Efficient Charitable Giving from your IRA

The Two Bucket Retirement Plan

By Ben HernandezSeptember 27, 2018

Fixed Income Channel

Mid-Cap ETFs: Not Too Big, Not Too Small, But Just Right

Asset Allocation in a Bull Market

By Ben HernandezSeptember 14, 2018

Portfolio Construction Channel

Alternative Assets in a Self-Directed IRA

Alternative Assets in a Self-Directed IRA

By Ben HernandezAugust 30, 2018

Advisor Solutions Channel

Myths Surrounding Social Security

Myths Surrounding Social Security

By Ben HernandezAugust 27, 2018

Advisor Solutions Channel

What’s the Best Strategy for Asset Allocation in Retirement?

What’s the Best Strategy for Asset Allocation in Retirement?

By Ben HernandezAugust 15, 2018