Everyone’s vison of an ideal retirement differs in the details, but common goals include a comfortable standard of living, good health, and meaningful experiences with family and friends, travel, and more. SageVest...
NEWS & INSIGHTS
How Long You’ll Live In Retirement
If you shake your head and laugh at the thought of living to 100 or older, it’s time to reconsider how long you’ll live in retirement. According to the Social Security Administration, almost a quarter of all 65-year...
Financial Planning Tips As You Near Retirement
Retirement is one of the most significant events in your life. It also makes it one of the most critical financial planning decisions. A solid retirement plan provides financial and psychological assurance. Careful...
5 Reasons Women Avoid Retirement Planning
As a woman, you might find yourself so committed to those you care about, your career, business, or other life obligations, that it could be tough to carve out time to address what’s best for you. Yet when it comes to...
How To Invest Based On Your Age
With markets at record highs, now’s a great time to re-evaluate your investment portfolio and consider what opportunities may be appropriate, relative to your current and future lifestyle, and longer term investment...
National Family Wellness Month
May marks #National Family Wellness Month, a time to focus on health and well-being together by getting active after the long winter, eating right, and thinking positive. As a top-ranked investment and wealth manager...
Top 10 Retirement Myths
You’ve probably heard some retirement myths, or read them online. While quick-fix retirement myths can be tempting, it’s important to evaluate their accuracy relative to your personal finances. Furthermore, many...
How To Know If You Can Afford A Retirement Community
There’s a lot to consider if you’re thinking about moving into a retirement community. While they offer an abundance of resources that you can’t replicate at home, retirement communities typically don’t come cheap. One...
How To Choose A Retirement Community
There are many housing choices available to today’s independent retiree. These include universal design adaptations and in-home services to help you stay in your own home, downsizing to a smaller place, or entering a...
9 Ways To Know If You’re Saving Enough For Retirement
Just about everyone thinks about retiring, from what we’ll spend our time doing, to where we’ll live, and more. However, only some of us adequately prepare and save for retirement. Saving for retirement doesn’t happen...
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