Retirement income may come from a variety of sources. Here's an overview of the six main sources. ...more
Retirement
February 20, 2025•3 min read
A recent survey found that 21% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 32% are not confident. ...more
Retirement ,Tax &Investment
February 14, 2025•2 min read
Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise y... ...more
Retirement ,Social Security
February 14, 2025•2 min read
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 tri... ...more
Retirement
August 21, 2024•3 min read
Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle. ...more
Retirement
August 21, 2024•3 min read
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. ...more
Retirement ,Retirement Tax &Debt
August 18, 2024•3 min read
CA insurance license #6012432