"Financial Advisor Magazine" Articles

If you’re enrolling in Medicare this year or are looking to switch plans, make note that the open enrollment period for 2023 runs from October 15 to December 7. Further, it’s vital to understand the various parts and plans associated with Medicare.

Are we headed for a “financial catastrophe”? Today’s news headlines paint a gloomy picture for the markets if Congress doesn't raise the US government's debt ceiling by June 1. However, the markets say otherwise.

Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.

While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.

A quick Google search will relay many myths about investing, but when you understand fact from fiction, you can make wiser, more calculated decisions.

Despite stock market volatility causing a 25 percent decline over the past year, there is good news for Social Security recipients: In 2023, benefits will increase by 8.7 percent to keep pace with rising inflation and cost-of-living.

June is National Annuity Awareness Month, and it couldn’t have come at a more opportune time. Annuities are having a moment right now

Despite an overall healthy economy, you might be wondering: Why is today’s market outlook telling a different story? The volatility we’ve seen draws down to a multitude of factors, and understanding those can help you gain more clarity on how they impact your retirement portfolio.

When it comes to investing, you might have heard it’s best to separate your emotions from your financial decisions; however, doing so causes you to eliminate your life’s worth of wisdom.

If news headlines of the Fed raising short-term interest rates has you feeling frazzled – particularly in relation to the market – here’s your signal to remain calm.

As inflation continues to remain a front-running financial concern of individuals across the U.S., this article takes a look at three outcomes (or Fed bears, told Goldilocks style) that could occur as a result of rising costs.

While tax planning for the greatest long-term efficiency in retirement, be wary of increasing taxable income. Upon doing so, there are two major situations you could find yourself in, both of which are discussed by past Retire With Purpose podcast guest, Wade Pfau, here.