Posts Tagged ‘retirement income planning’
2026 3rd Quarter Market and Economic Update: What Retirees Should Watch
Every quarter we sit down with Tom Siomades for a conversation about the big picture, the stuff that gets lost when you’re watching the market tick by tick. Tom put…
Read MoreLiving Your Best Retirement – Meet Vid and Nupam
Vid Desai has spent more than 40 years in the Raleigh-Cary area working in fields where the details decide the outcome. He started in pharmaceuticals at Glaxo and moved into clinical research…
Read MoreRetiring Before Your Spouse: Health Insurance, Income, and Timing
A couple sat across from us recently, and the wife said something that got a laugh in the room. The part she didn’t like about their retirement plan was getting up and…
Read MoreYou Have $1 Million in Your 401(k). Now What?
Watching your 401(k) cross the $1 million mark is a real accomplishment. It may represent 30 or 40 years of contributions, company matches, market growth, and the discipline to keep saving along…
Read MoreDo Fiduciaries Recommend Annuities? How They Can Fit into a Retirement Plan
“Are you a fiduciary?” It’s a question we hear regularly from people getting to know us. For someone familiar with annuities, that question can come with another one: How can a fiduciary…
Read MoreHow to Build a Retirement Plan That Actually Fits Your Life
Regardless of how much someone has saved, it’s rare to meet someone who feels completely certain they won’t run out of money in retirement. We’ve had that conversation with households that have around half a…
Read MoreThe ROUTE to Retirement – A Complete Evaluation of Your Retirement Plan
Ask a room full of soon-to-be retirees one question and watch the confidence drain out of the room in real time. “On a scale of one to ten, if the market dropped…
Read MoreWhy Do So Many Retirees Feel Financially Stressed with Millions?
You saved for decades. You did the right things. But now, right when you’re supposed to be enjoying retirement, every market headline makes your stomach drop a little. Even when you were working, a market correction…
Read MoreWhat Happens Financially When One Spouse Passes Away
There are some tough conversations in life that almost everyone knows are important, yet many families still put them off. Not because they don’t care. Usually, it’s because life gets busy, responsibilities settle into routines, and no one wants…
Read MoreRisk Management: More Than Your Investments
We’ve heard variations of this in meetings: “I feel good about my portfolio, but I’m not sure how everything else fits together.” We’ve also heard the opposite, folks that are unsure about market risk and wondering if they’re missing something. …
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