This year, markets have experienced an odd phenomenon. Provided by Kristin Hershey A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 There are...
Findings suggest that these relationships can make a difference for investors. Provided by Kristin Hershey What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to...
Think about these factors before you leave work for the last time. Provided by Kristin Hershey Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here...
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Kristin Hershey Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you...
Some life and financial factors that can sometimes be overlooked. Provided by Kristin Hershey We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may...
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...
