Ask the Adviser: What are the pros and cons of Series I savings bonds?
Series I savings bonds combine relatively high returns with minimal risks—as long as inflation remains elevated.
Immediate Fixed Income Annuity: Is It Right For You?
Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certificates of deposit or bonds. Generally, the interest rate quoted far exceeds more traditional fixed-income products and is quite a lure to investors.
Phase 3 of the AGILE Retirement Journey
Transitioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.
I Just Inherited an IRA From My Parent. Now What?
The new rule for adults who inherit an IRA from their parents in 2020 and beyond is that they must liquidate that account within 10 years.
Long-Term Care and the Insurance Need
A study conducted by the US Department of Health and Human Services estimates that 70% of adults who reach age 65 will need some type of long-term care services before they die.
Does Who Wins in November Make a Difference in Your Portfolio?
While presidential elections can influence market performance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse correlation and causation.
AGILE Overview
Retirement is a journey to be enjoyed over time, not a destination. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.
Is a Loan from my 401(k) a Good Idea?
While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.
Medicare Premiums
Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your finances to lower Medicare costs.
