Month: August 2022

A defensive portfolio represented by dominos leaning against a stack of coins.
Preparing Your Portfolio for Retirement
 August 18, 2022

School of Financial Wellness

Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.

Social security benefits statement being reviewed by a retiree
How Much Income Does Social Security Replace?
 August 11, 2022

School of Social Security & Medicare

Savers often overestimate the impact of Social Security on their retirement plan. This mistake can lead to an underfunded retirement.

A bear market represented by a bear overlayed with red numbers.
Retiring in Bear Market
 August 5, 2022

School of Saving and Investing

Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.