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Financial traps to avoid

There’s a reason why even athletes, entertainers, and business people with seven-figure (and higher) incomes suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their wealth. Check the . . .

When to begin collecting Social Security

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Deciding when to retire and begin collecting Social Security is an important life decision. Some people may feel . . .

Optimizing required minimum distributions

Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications. Seventy-three is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from Individual Retirement . . .

Workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.