TheLiveBigWay® Digest: Your Financial Journey – Part 6
Retirement preparation takes planning, learning, and protecting what you’ve worked hard to build. You deserve a retirement plan that suits your interests and goals. In this edition of the Your Financial Journey series, you’ll find guidance on how to keep your nest egg safe while making deliberate, informed decisions for your future.
Your Financial Journey – Part 6
Approaching Retirement
Turning Your Portfolio
into a Paycheck
You’ve spent time saving your hard-earned money, and you might be wondering how much you can safely spend from your portfolio in retirement. In this article, we help you answer that question with confidence.
Designing Your
“No Rules Retirement”
Retirement doesn’t come with rules, but there are some considerations that can help you build a happy and fulfilling future. We partnered with Money Quotient to help you explore your potential and pursue what matters most to you.
How It Works: Social Security
There’s a wealth of information about Social Security rules and regulations, but what about questions like: “When do I apply?” and “Is there paperwork involved?” Find answers in our convenient, informative guide about how Social Security works.
Medicare: A Brief Guide
As retirement age approaches, so does Medicare eligibility. This breakdown explains Medicare’s key components and offers tips to make enrollment smoother. For more, watch our recent webinar, Avoiding Medicare Mistakes in Retirement.
To Roth or Not
Are you looking ahead to your post-retirement portfolio distributions and wondering if a Roth conversion could help strengthen your overall plan? Dive into the pros and cons of Roth conversions, and whether it makes sense for you.
The Latest Scams
With new tech, you’re more accessible than ever. Protect against scammers looking to use your information for their own benefit. Learn about common, modern scams and how to protect your nest egg from bad actors here.