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.
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.
