by junaidadmin | Sep 22, 2023 | Retirement
This post provides some insight as to what percentage of your portfolio should be in equities if you’re in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals....
by junaidadmin | Jul 28, 2023 | Retirement
I’m often asked: “Is longevity a major consideration in my retirement planning process?” A little research on my part uncovered the TIAA Institute’s recent study which emphasizes an understanding of longevity is as crucial as financial literacy...
by Brian Ruff | Jul 28, 2016 | Retirement
Teaching America’s youth and trying to hold onto your sanity at the same time can be a struggle. Especially if both spouses have chosen the most thank-less career path, being an educator. A lot of educators don’t have the time to spend to research all the...
by Brian Ruff | Dec 11, 2015 | Miscellaneous
We’ve only got a few weeks left in 2015, and I’m sure you are looking for something else to stress about during the holiday season, besides those family members shacking up with you for a few weeks (yes you cousin Eddie). So let’s look at a few financial...
by Brian Ruff | Oct 30, 2015 | Questions
Should you invest in a Roth IRA? A Roth IRA is an individual retirement account that allows you to contribute after-tax money to use for retirement. Because you are investing after-tax funds (think funds straight out of your checking account after payday) you won’t...
