Retirement Archives - Adviser Investments

Investing for Life


Early Retirement Playbook

February 26, 2021

The surge in unemployment during the pandemic has led some people to retire sooner than they planned. Whether it’s a personal decision or one that has been imposed on you, here are four ways to make early retirement both fun and feasible:

  • Get a Handle on Your Expenses. Your biggest concern is
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    Estate Checklist

    A Straightforward Guide to Preparing and Settling an Estate

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    Planning in Your 50s: Catch-Up Contributions

    November 13, 2020

    Turning 50 is momentous for so many reasons—including the extra boost you can provide to your retirement savings. The Internal Revenue Service (IRS) allows investors to contribute to tax-advantaged retirement accounts up to a specified limit per calendar year. In 2020, that limit is $6,000 to individual retirement accounts (IRAs) and $19,500 …

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    Social Security’s Family Benefits

    October 23, 2020

    You don’t have to be retired to receive Social Security. You read that right. In certain cases qualified family members and dependents can receive benefits. Let’s look at some of those cases and consider how they may factor into your financial plan.

    Benefits for Spouses

    If you are (or were) married, you …

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    Special Report

    Fidelity vs. Vanguard

    Which is right for you?

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    When Should You File for Social Security?

    September 25, 2020

    Social Security is a hot topic in our frequent conversations with clients. While it’s a complex issue, one of the questions we field most commonly is: “When should I file for Social Security benefits?” To help break it down, here are four key factors to consider as you make this critical decision. …

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