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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

 
What If Your “Safe” Retirement Investment Isn’t as Safe as You Think? diversification market cra retirement planning Sep 08, 2026

When you’re approaching retirement, protecting what you’ve accumulated often becomes just as important as growing it.

That’s why products promising downside protection, principal protection, bonuses ...

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What Happens When the Market Falls Beyond Your Downside Protection? diversification market crash retirement planning Sep 01, 2026

As retirement approaches, many investors begin looking for ways to stay invested in the market while reducing the risk of a major loss.

That sounds simple enough.

But when an investment promises “do...

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What Happens When the Market Falls Beyond Your Downside Protection? diversification market crash retirement planning Sep 01, 2026

As retirement approaches, many investors begin looking for ways to stay invested in the market while reducing the risk of a major loss.

That sounds simple enough.

But when an investment promises “do...

Continue Reading...
 
Can You Protect Your Retirement Portfolio From a Market Crash? investment strategies market crash retirement planning Aug 25, 2026

One of the biggest concerns for people approaching retirement is straightforward: What happens to my retirement savings if the market drops dramatically?

You may still want the growth potential that...

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Is Your Retirement Portfolio More Concentrated Than You Think? diversification retirement planning retirement risk Aug 18, 2026

For years, investors have been told that owning an S&P 500 index fund is one of the simplest ways to build a diversified portfolio. After all, you’re investing across 500 of America’s largest companie...

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Should You Wait for Rate Cuts Before Making Retirement Moves? low interest rates market volatility retirement income retirement planning Jun 29, 2026

When interest rates are in the news, it is natural for retirees and pre-retirees to wonder whether they should wait before making major financial decisions. If the Federal Reserve is expected to lower...

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Don’t Let Headlines Wreck Your Retirement Plan retirement planning roth conversion tax planning Jun 09, 2026

A hot IPO. A sudden market drop. A new Fed chair with an unclear direction on interest rates.

For people who are retired or getting close to retirement, headlines like these can feel impossible to ig...

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Real Estate Inside an IRA: Smart Strategy or Retirement Tax Trap? real estate real estate investing retirement planning wealth building Jun 01, 2026

Owning real estate inside an IRA can sound like an ideal retirement strategy. You get the appeal of real estate income, along with the potential tax-deferred or tax-free growth of a retirement account...

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What a New Fed Chair Could Mean for Your Retirement federal reserve inflation risk retirement planning May 13, 2026

Jerome Powell’s term as Federal Reserve Chair is ending, and Wall Street is already speculating about who could replace him. Markets are pricing in the possibility of a more “dovish” Fed Chair — someo...

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The Retirement Risk Nobody Talks About Until It’s Too Late retirement planning retirement strategy risk management wealth management Apr 28, 2026

When you’re building wealth, the market’s ups and downs don’t feel like a threat. In fact, downturns can be opportunities. But the moment you retire and start taking income from your portfolio, everyt...

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Investing vs. Gambling: The Risk Retirees Can’t Ignore retirement planning retirement strategy risk management wealth management Apr 21, 2026

If you’re planning for retirement, there’s one question you need to answer honestly:

Are you investing—or are you gambling?

It may sound dramatic, but today’s market is making that distinction harde...

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The Hidden Retirement Risk That Can Quietly Drain Your Savings investment risk retirement income retirement planning wealth management Apr 07, 2026

If you’ve checked your portfolio lately and felt uneasy, you’re not alone. Market fluctuations are part of investing, but for retirees, there’s a risk that goes far beyond a temporary drop.

It’s call...

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