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Jul 22, 2022

Adults over the age of 50 manage an increasing share of the wealth in the United States. Risky investment decisions that are made as people age may have effects on both financial markets --AND individuals in later life. FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess...


Jul 22, 2022

Your Daily IQ Retirement Brief 7/22/22


Jul 21, 2022

...Have you heard of the Rule of 36? Most people know the Rule of 72 which will calculates how long a sum of money will take to double at a certain rate of return. For example, if you're making six percent, your money will double in twelve years. It's a LAW of Mathematics. The Rule of 36 is reserved for Dividend...


Jul 21, 2022

Your Daily IQ Retirement Brief 7/21/22


Jul 20, 2022

An annuity is a retirement account with "airbags" and a seat belt. Buyers invest a sum of money in a particular annuity, and in exchange, they’re guaranteed a steady monthly check for a set number of years, or for life, their choice. On an increasing basis, annuities are being used by retiring professionals to take...