If you are nearing retirement or are recently retired, there are few worse occurrences for your financial health than a bear market. To help investors navigate a potentially rocky start to their retirement, we suggest the following strategies.
Learn about the five most common mistakes we see in our succession planning work with independent business owners that can lead to retirement trouble.
While the pandemic has drastically shifted the economy, finances, savings and spending habits, and our approach to financial planning, not all of it has been bad, and we continue to try to look on the bright side – and help our clients do the same.
As the pandemic has heightened everyone’s stress, we have found that many of our clients and other business owners have numerous fears and concerns around their retirement, and may not only be emotional, but potentially misinformed as well. Here are 4 tips for business owners and families to help reassure themselves and reaffirm their goals.
It has been almost two decades since the IRS has updated the life expectancy tables used to calculate Required Minimum Distributions (RMDs), and it appears that once we reach the 20-year mark in 2022, the IRS will finally account for the fact that life expectancies have been increasing.
One of the asset classes that has been the victim of a lot of bad press lately is emerging markets. Over the previous decade (2010-2019), here is how emerging markets have performed compared to the S&P 500 and international developed markets.