Seven Estate Planning Moves to Make Today
Contemplating end-of-life decisions can be difficult enough without considering the complexities of estate planning. It’s no wonder, then, that almost half of all Americans do…
Larger than LIFE
Every August, along its Heritage Trail Highway, the state of Michigan hosts a state-wide 150-mile garage sale. While visiting the Great Lakes State last summer,…
Designed to Go the Distance: Portfolio Withdrawal Rates for “Times Like These”
Like pacing for a marathon, withdrawing funds from an investment portfolio during retirement is a balancing act. Withdraw too much and you risk running out…
An Alphabet Soup of Yields
When someone says their word is their bond, it means you can count on them. In similar fashion, investors expect to be able to depend…
Drawing Joy from Your Nest Egg
After a career focused on maximizing earnings, saving diligently, and spending prudently in preparation for retirement, new retirees often find it to be an adjustment…