Retirement Archives - Adviser Investments

Investing for Life


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Financial Planning in Your 50s

March 19, 2021

Raising a family and building your career is enough to keep most people plenty busy—so much so that many don’t take financial planning seriously until their 50s, when they first see their retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly …

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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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    Social Security's Role in Your Retirement

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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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