A rollover is the process of moving retirement savings from one retirement plan to another without incurring tax penalties.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
An annuity is a financial product that pays out a fixed stream of payments to an individual, typically used as an income stream for retirees.
Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement. Financial terms can be
A recession is a downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country’s gross domestic
