Retirement Archives - Adviser Investments

Investing for Life


How Our Planning Service Helps You

December 31, 2020

In the year’s final entry, we’re taking a step back from the specifics to reflect more broadly on our financial planning philosophy and how we implement it for our clients.

  • Understanding your destination. Before we start on your plan, we first spend time getting to know your goals and where you are
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    Special Report

    Social Security's Role in Your Retirement

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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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    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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    Special Report

    Stock Buybacks: Public Enemy Number One?

    Common Misconceptions About Buybacks and How They Impact Your Portfolio

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    Understanding Defined Benefit Plans

    September 11, 2020

    There are two main types of employer sponsored-retirement plans: Defined contribution plans and defined benefit plans. What sets the two apart are who is contributing to the plan and where the investment responsibility lies. With defined contributions—the most common of which is the 401(k)—employees determine the amount they wish to contribute and …

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