Learn why it’s important to rollover your employer retirement plans and how the process works in practice.
Learn the pros and cons of downsizing in retirement, as well as some strategies to make it successful.
Learn how to transition from working life to retirement while avoiding boredom and loneliness.
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 …
Learn why asset allocation matters, different asset classes and what they mean for your portfolio.
Learn the limitations of passive index investing and when active strategies may be better for your portfolio.
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, …
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.
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 …
Discover software solutions that can help you manage your portfolio.