by Retirement Road | Jan 9, 2025 | Home Stretch, Second Leg
2 Protecting Your Home from Title Theft – Your home is more than just a place to live—it’s one of your most valuable investments and a cornerstone of your financial security. But what if someone could fraudulently claim ownership of it without your knowledge?...
by Retirement Road | Dec 30, 2024 | First Leg, Home Stretch, Packing, Second Leg
When thinking about the top risks for investors in 2025, when they are always not the most obvious, we need to look at what is possible even when we can’t see them coming. Tail risks are a form of portfolio risk that arise in the chance of a loss occurring due...
by Retirement Road | Sep 22, 2024 | Home Stretch, Second Leg
All annuities are issued by insurance companies. The primary two agencies that rate the claims-paying ability of life insurance companies are AM Best and Standard and Poor’s. Their rating categories are as follows: AM...
by Retirement Road | Sep 22, 2024 | Home Stretch
When thinking about Estate Planning, leaving a lasting legacy to your family is a beautiful way to pass down more than just wealth—it’s a way to share values, wisdom, and love across generations. It gives your loved ones not only financial security but also a...
by Retirement Road | Sep 17, 2024 | Home Stretch
As you consider your investment time horizon—how long your money needs to last—it’s crucial to understand how withdrawals will affect your portfolio. Many retirees may have unrealistic expectations about how much they can safely withdraw each year. Some believe...
