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How retirement planning needs to change in 2021

How retirement planning needs to change in 2021

David Blanchett, Michael Finke, David Lau and Wade Pfau  Considering annuities, insurance, new investments and delaying Social Security? GETTY IMAGES/ISTOCKPHOTO With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional...

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The ultimate retirement planning guide for 2021

The ultimate retirement planning guide for 2021

Bryan Borzykowski@BBORZYKO Josephine Flood | CNBC On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today’s savers are facing some challenges that previous...

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The Many Forms of Fixed Income

The Many Forms of Fixed Income

Looking for yield? Treasuries aren’t your only choice. Provided by Sechrist Financial   You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows you that 10-year Treasury...

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The Many Forms of Fixed Income

Investing During Periods of Inflation

What does inflation mean for your investments? Provided by Sechrist Financial   In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift...

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Everyone should file taxes this year due to Covid.

Everyone should file taxes this year due to Covid.

It could get you more financial relief Carmen Reinicke@CSREINICKE Steven Heap/EyeEm/Getty Images Tax season is coming up, and this year, in particular, there’s a big reason for everyone to file a return, regardless of how much money they made last year. That’s because...

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8 Things You Need for an Estate Plan at Any Age

8 Things You Need for an Estate Plan at Any Age

Whether you're in your 20s or 60s, estate planning will give you control over financial and medical decisions. By Kimberly Lankford, Contributor Starting when you're 18 and changing as you progress through life, be sure to review your estate plans throughout your...

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The Many Forms of Fixed Income

4 Reasons Estate Planning Is So Important

It’s all about protecting your loved ones By DONNA FUSCALDO It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after...

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The Many Forms of Fixed Income

How Much Life Insurance Should You Carry?

Life insurance coverage may depend on your financial goals and needs. Death, just like taxes, is inevitable though most people may not be keen to dwell on it. But ensuring that you have the right financial resources in place, including life insurance, is important if...

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