Series I savings bonds combine relatively high returns with minimal risks—as long as inflation remains elevated.
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.
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.
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.
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.
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.
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.
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.
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.