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Will My Portfolio Last Through Retirement?

Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules of thumb” can be guides in decision-making, they should NOT be driving...
Beneficiary of Unintended Consequences

Beneficiary of Unintended Consequences

Upon becoming eligible to participate in your company’s 401(k) plan, participants are asked to select investments, contribution rate, and to indicate a beneficiary designation. This is obvious and it is likely that an application would not be accepted unless this...