Learn why you shouldn’t dip into your retirement savings to help your kids pay for college, as well as some alternative options to consider.
Take Your Retirement with You When You Leave a Company
Learn why it’s important to rollover your employer retirement plans and how the process works in practice.
Smart Strategies for Downsizing in Retirement
Learn the pros and cons of downsizing in retirement, as well as some strategies to make it successful.
How to Avoid Boredom & Live Your Best in Retirement
Learn how to transition from working life to retirement while avoiding boredom and loneliness.
3 Retirement Woes Scarier than Ghosts or Goblins
As we enter into fall, many people look forward to the excitement of Halloween. The joy of seeing kids in costumes and the thrill of haunted houses and scary movies is all part of enjoying the season. To help you get into the spooky spirit of the holiday, here are three haunting facts: 1. The Spine-Chilling Reality of Social Security You’d …
What Are the Components of Asset Allocation?
Learn why asset allocation matters, different asset classes and what they mean for your portfolio.
Passive Investing May Be Overrated in These Instances
Learn the limitations of passive index investing and when active strategies may be better for your portfolio.
Can I Trade Options on an Index?
Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level by incorporating option trading in addition to index investing. The easiest way to trade options while index investing is with the use of Exchange-Traded Funds (ETFs). Investors looking for lower-cost, …
Why You Shouldn’t Automatically Reduce Risk as You Age
Learn why it doesn’t always make sense to reduce portfolio risk as you age, as well as some alternative strategies to generate retirement income.
Can I Trade Options in an IRA?
Many individual investors wish to utilize options trading to generate income but are unsure of whether or not they are able to do so in their specific investment accounts. Most individual retirement accounts (IRAs) are indeed capable of trading options, provided they request the right settings. This includes Traditional, Rollover, Roth, Simple, and SEP IRAs. Where most investors can’t trade …
