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Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes than they did when they

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex problem, we can often end up procrastinating. But

There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit when you get closer to and enter retirement, and the world of investing is constantly changing. There’s a lot to know about

If you’ve ever owned a house, you know how much upkeep it requires. Something always needs to be fixed or replaced, and if small problems go unchecked for too long, they can turn into bigger problems. The same is true for retirement planning. Here are three important questions to ask

While we saw record highs in the market in 2021, there’s no telling what could happen in 2022 or beyond. There are reasons we could see a market correction, and now is the time to ask yourself if you’re prepared for one. It can be hard to chart a course

There are reasons to be optimistic about 2022, but there are also reasons to be worried: Everyone is wondering if we will see more inflation in 2022, where the market is headed, and the effects of a new COVID variant. But whatever 2022 holds, it’s important to make a plan

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Lazy Money Guide BA Schrock

Lazy Money Guide

Savings accounts, checking accounts, money markets, and CDs might seem like secure choices, but they often lead to disappointment. To combat “lazy money” and maximize your financial potential, consider incorporating Fixed Indexed Annuities (FIAs) into your portfolio. While the urge to safeguard your funds is natural, traditional options might yield meager returns in today’s low-interest-rate environment. FIAs offer a unique blend of principal protection and growth potential, potentially outperforming conventional choices while keeping your capital secure. Ready to enhance your financial strategy? 

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