Featured Articles on Kiplinger.com
How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.[…]
Myth Busters: Examining the Facts about Index Annuities
Don’t fall for the hype that screams that annuities are too expensive, too complicated and poor performers. Before you turn your nose up at them, take a moment to learn […]
How Do You Really Know How You’re Doing for Retirement?
It’s natural to try to compare the car you drive, the vacations you take and the home you live in to that of your neighbors, friends and co-workers, but it […]
Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement. […]
What Do Potential Tax Changes Mean for Your Investments?
To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and […]
Which Career Path Are You On? Your Retirement Strategy Depends On It
From job-hopper to lifetime loyalist, there are five types of career paths people tend to follow. Here are the retirement-planning challenges and strategies for each. […]
5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning
You may need to adjust your strategy during crunch time in order to successfully reach the end zone. […]
4 Keys to Reaching Your Lifetime Financial Goals
Understanding the state of the market, as well as your wealth, objectives and career trajectory, can help you create a solid plan to maximize returns. […]
Articles
Safeguarding Your Nest Egg in an Era of Rising Prices
Congratulations! You’ve diligently saved and invested, building a nest egg to secure your golden years. Now, as you settle into retirement, a new challenge emerges, inflation. The rising cost of […]
Strategies for Helping to Maximize Social Security Benefits
Help Maximize Your Benefits Social Security is a linchpin of financial security for many retirees. What many struggle to understand are the strategies you can leverage to help maximize your […]
Top 5 Retirement Withdrawal Strategies for Your Nest Egg of $500k+
You’ve saved it – now how do you withdraw it? Congratulations on building a healthy nest egg of $500,000 or more! Now that you are nearing or in retirement, the […]
Your Retirement Planning Journey with McAdam Financial
Common Questions You May Have At McAdam Financial, we understand that planning for retirement can be overwhelming. This FAQ page addresses common questions to guide you on your retirement planning […]
Realizing Capital Gains in a Low Tax Environment
Are You Leaving Potential Tax Savings on the Table? Could a strategic move today save you significant money on your investment gains tomorrow? Understanding the current landscape of capital gains […]
The 4% Rule: Friend or Foe in Your Retirement Journey?
Unpacking a Popular (But Potentially Flawed) Retirement Strategy Congratulations! You’ve diligently saved and invested, building a nest egg of over $1 million. Now, as you approach or enter retirement, a […]
Understanding Risk Tolerance for Retirement
As you approach retirement, navigating the financial landscape can feel overwhelming. One crucial factor impacting your investment journey is risk tolerance. It’s essentially your comfort level with potential losses in […]
How to Stop Unexpected Healthcare Costs in Retirement
The Hidden Cost of Healthcare in Retirement You’ve diligently saved for decades. You meticulously planned for a comfortable retirement filled with family time, travel, hobbies, volunteering, and financial security. You’ve […]
Step-by-Step Guide to Estate Planning for $500k+ in Retirement Savings
Having $500k+ in retirement savings is something to be proud of, but it also necessitates thoughtful estate planning. This guide can equip you with the knowledge to help navigate this […]
Plan for Long-Term Care in Retirement
As we age, the need for long-term care (LTC) services may arise. These can include assistance with daily living activities like bathing, dressing or medication management. While the need may […]
Educational Guides
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