Retirement

Retirement

Sustaining retirement income in a lower-return world

Editor’s note: A version of this post previously ran in September 2016. We believe it’s an important topic worth revisiting. Every day, I seem to have a discussion with someone regarding strategies for sustaining retirement income in a lower-return world. Investors,...

Working teens and Roth IRAs: A perfect investing match

I’m the proud parent of a 17-year-old daughter. She works hard as a student and an athlete, and I love spending time with her. I want the best for my child, as most parents do. (I’m sure most grandparents...

Making the most of your next dollar

Save for the future or pay off debt? Deciding how to effectively use your extra income isn’t as simple as you think. We all have bills and expenses like rent and groceries that we must cover each month. That’s just...

Is early retirement a realistic dream?

When my wife and I got married, we sent friends and family a simple wedding invitation with a response card. Guests could choose between beef and fish. We mailed them a few weeks before the big day, informally tallied...

Getting ready to retire?

You’ve made the big decision to retire. Congratulations! For this blog post, I’m going to take off my Certified Financial Planner™ (CFP®) hat and assume you’re set financially. The financial decisions are important, but the decisions around what kind of...

The Retirement Gender Gap: Saving, Risk, and Guaranteed Income

The CFA Institute Wealth Management Conference is an annual event covering tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The CFA Institute Wealth Management 2019 Conference will be held in...