Retirement Planning

What are the SEC Rule Changes? Two recent developments in the investing world are generating interest in annuities. First, the SEC made it easier to compare and understand certain registered annuities that link performance to a market index (often called RILAs, short for registered index-linked annuities). Second, the SEC reminded investment advisers how they can, and can’t, market performance when…

Peace of mind in retirement is largely the result of how well you’ve done in planning for that stage of life. Planning for retirement is a complex process that requires careful consideration of multiple factors. Mistakes made during this period can significantly impact one’s quality of life during retirement. Fortunately, many retirement planning mistakes can be avoided by seeking and…

Even though perceptions have changed during the pandemic with more Americans now saying they need less money to feel rich1, when it comes to retirement, most people are still unclear about how much they will need to have saved before they can quit their jobs. The answer to that question is different for every person. Here are some of the…