Investment strategy in retirement is no longer just about growth — it’s about how risk is managed and where it’s placed within your plan. Market volatility matters more when you’re withdrawing, and the timing of returns can impact how your plan performs.
This category focuses on how to align investments with your retirement goals, manage risk appropriately, and structure your portfolio so it supports your income and long-term plan without unnecessary exposure.
Conventional wisdom says to diversify while you save, but the stakes change as you approach the transition into retirement. It’s no longer just about growing… Read More »Why Diversification Changes Near Retirement
One of the most dangerous habits you can develop in retirement is checking the stock market every day. During your working years, the daily fluctuations… Read More »The High Cost of Watching the Market
The stock market in 2022 has been volatile due to rampant inflation, Russia’s invasion of Ukraine, and the Federal Reserve’s first interest rate increase since… Read More »Retirement Planning for Volatile Markets
As you draw closer to retirement, one of the greatest retirement dangers is sequence of return risk. Sequence of return risk is the hazard of… Read More »Understanding Sequence of Return Risk
When you leave an employer or transition into retirement, an important financial decision is whether to leave your money in your 401(k) or roll it… Read More »Moving from a 401(k) to an IRA
Are you close to retirement or in retirement? If so, in this video you’ll learn one of the biggest mistakes people make with their retirement… Read More »One of the Biggest Retirement Investment Mistakes