Jason Durity

If you’re nearing retirement, market uncertainty can stir up a lot of anxiety. The assets you need to start generating retirement income soon could swing wildly up and down in value, depending on how they’re invested. But even extreme market uncertainty is not unusual, and fortunately, there are ways to deal with it, both mentally […]

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 time to check boxes and send documents to the IRS. For retirees or those nearing retirement, tax season is a valuable opportunity to take a closer look at your

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 of your top two priorities should be reducing your risk of a major loss due to market volatility and having sufficient and reliable income for retirement. Most people know this, but what

Retirement is often painted as a time of relaxation, travel, and newfound freedom – and ideally it should be. However, many retirees face an unexpected reality as their income falls short of their actual expenses. Underestimating the true cost of retirement can lead to extreme emotional stress, forcing you to make difficult choices later in

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 gamble. An enjoyable, secure retirement doesn’t happen by chance. It takes smart planning, the right strategy, and a focus on dependable income. Rethinking Retirement: Why Income Matters More Than

Market volatility is inevitable. After all, the markets are driven not by economic fundamentals, but by emotion. When investors are optimistic, the markets can soar. When investors are worried and pessimistic, the markets can sink — and these mood swings can happen quickly. But none of this needs to derail your retirement plans. Whether you’re

By David J. Scranton, Founder and CEO of Sound Income Group Trade wars, tariffs, and economic negotiations—these words can send the stock market into a frenzy and make investors, especially retirees, nervous. With ongoing debates about tariffs and their impact on inflation, you might be wondering: How does this affect my investments? What does it

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 when transitioning from a paycheck-driven life to relying on savings and investments. For countless individuals, retirement signals the end of a steady, predictable income stream — the salary or

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 model and a brand that differentiates you from the competition, but if other advisors are more visible, appealing and engaging than you are online, then they’ll still have a competitive

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 you never run out of money.” But if you were to ask the same group, “What is the key to achieving that goal?” you’d probably get a variety