When aviation executive Richard J. “Jet” Vertz turned 65, he retired because, he says, that’s what people in his industry did. He had no plans for the first day he woke up no longer employed—or for the weeks and months after that.

Approaching retirement? There are probably many things on your mind besides your 401(k). However, what you do with your retirement account in the years leading up to retirement could affect your financial well-being for years to come, so it’s worth your time and attention.

What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions a financial advisor might ask when they are getting to know you as a client. Some people just want to be sure they won’t run out of money in retirement. But if you know you’re going to have enough, the question becomes, what will you do with the excess? What are you dreaming about that your financial plan and investment portfolio can help you achieve?

In this article, we look at what to do with leftover 529 funds.

In this article, we look at how a recession could impact your retirement.

In this article, we look at the high gas prices and what to considering when buying an electric vehicle.

On October 13, the Social Security Administration announced an 8.7 percent increase in Social Security benefits to account for rising inflation. This is the largest cost-of-living adjustment (COLA) since 1981 and amounts to an extra $146 a month for the average retiree, according to the Social Security Administration.

Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.