One consequence of a recession can be layoffs from work, but many of you may wonder what a recession has to do with you, if you are nearing retirement or are planning to leave the workforce soon anyway. Well, you should know that during a recession stock values could plunge. And if you were relying […]
What if a Recession Happens When You’re Already Retired? Read More »
“De-Risking.” This is a phrase you may hear more frequently as the market dips lower and lower. It is a term often used when discussing how those who are near retirement can prepare when they know their future years of employment and wages are coming to an end, and their savings have dwindled dramatically due
We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status
While inflation has certainly been in the news a lot lately, one topic that hasn’t been discussed all that often is private pensions. Unlike Social Security payments, they typically don’t offer cost-of-living adjustments that keep up with inflation rates. State and local government pensions do typically offer cost of living increases, but this sometimes causes
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