There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for

When Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, headlines popped up everywhere suggesting it would eliminate taxes on Soc

Your financial retirement plan may work great if everything goes accordingly. But, if there’s one great certainty about life, it’s that nothing is

Retirement should be a time to enjoy life without constant financial worry. Yet many retirees and those nearing retirement overlook risks that can qui

June is National Annuity Awareness Month, an effort launched by the insurance industry to promote education about this complex and often misunderstood

If you’re approaching retirement, you’ve likely spent decades saving and investing with the goal of building a solid financial foundation. But now

Being a father is one of life’s greatest responsibilities — and one of its most rewarding roles. From late-night feedings to college graduations,

You’ve worked hard, saved diligently, and now retirement is on the horizon—or already here. The question you’re probably facing right now: How d

As the sun shines brighter and vacation season rolls in, summer is the perfect time to not only unwind but also re-evaluate your financial strategy. I

For decades, most investors have been taught to focus on growing their portfolios. Accumulate. Grow. Maximize. That works — until it doesn’t. As y

If you’ve been told that the stock market is the only way to build wealth for retirement, you’re not alone. For decades, the conventional wisdom h

If you’ve been watching the headlines or your account statements lately, you’ve probably noticed that interest rates are higher than they’ve bee

Most people have a target age for when they’d like to retire, but many worry they may have to work longer to better ensure their financial security.

If you’re within 10 years of retirement — or already there — you’ve likely been keeping a close eye on the economy. The market’s recent vola

When it comes to investing for retirement, bonds and bond mutual funds are often considered stable, income-generating options. But while they may seem

If you’re nearing retirement, market uncertainty can stir up a lot of anxiety. The assets you need to start generating retirement income soon co

Tax Day — April 15 — is fast approaching. Whether you’ve already filed or are still pulling together your paperwork, this is more than just a ti

When it comes to retirement income planning, it’s important to have a strategy with the right priorities. Once you’re nearing retirement age, one

Retirement is often painted as a time of relaxation, travel, and newfound freedom – and ideally it should be. However, many retirees face an unexpec

St. Patrick’s Day is all about celebrating good fortune, but when it comes to retirement, relying on plain luck just isn’t a plan — it’s a gam

Market volatility is inevitable. After all, the markets are driven not by economic fundamentals, but by emotion. When investors are optimistic, the ma

By David J. Scranton, Founder and CEO of Sound Income Group Trade wars, tariffs, and economic negotiations—these words can send the stock market int

As we celebrate Pay Your Bills Week from February 2 to February 8, it’s the perfect time to reflect on the financial challenges many retirees face w

More than ever today, financial advisors need a strong online presence to attract and retain clients. It’s all well and good to have a business mode

If you were to ask a group of people, “What is the most important goal of a retirement plan?” most would probably answer, “To help ensure that y

Retirement planning requires a strategic shift as you approach your golden years. Early in your career, the focus is on growth — maximizing savings,

We all hope to achieve our “dream” retirement. But hoping isn’t enough. Nor is simply saving a lot of money. As any successful person can tell y

Retirement is that chapter in life we dream about — the ultimate freedom to enjoy family, pursue passions, and finally relax. Yet, even as we work t

Plans and goals for retirement may vary from person to person, but there is one thing most everyone wants during their retirement years: peace of mind