Does market volatility concern you? If you are about to retire or already retired, you may want to consider a safe bucket.
If you have ever left a job with a company that provides a 401k plan for retirement savings, you have probably been faced with a decision: What do I do with my 401k plan? After helping clients with this decision thousands of times throughout my career, I can attest that the answer could be different for …
If you are leaving to go on a road trip, it is a good idea to know where you are going. Retirement is no different. Many people work hard for many years during a career, making sacrifices, raising families and doing the right things. If you are getting that itch to make that transition from working and accumulating assets to retirement and withdrawing assets, here are some basics on how that works.