May 2026: Markets Return to Record Highs in April Amid Iran Ceasefire & Strong Data
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How to Prepare for the 5 Stages of Retirement
There are basically five stages of retirement. Each has its own unique challenges, so it’s important to understand those challenges and prepare for them. Let’s ...
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What Does the “One Big Beautiful Bill Act” Mean for Your Social Security Benefits?
When Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, headlines popped up everywhere suggesting it would eliminate taxes on Social ...
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Does Your Retirement Strategy Give You Financial Resilience?
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 certain. Stuff ...
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Five Hidden Risks That Can Derail Your Retirement — and How to Avoid Them
Retirement should be a time to enjoy life without constant financial worry. Yet many retirees and those nearing retirement overlook risks that can quietly chip ...
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What Retirees and Pre-Retirees Need to Know About Annuities in Today’s Market
June is National Annuity Awareness Month, an effort launched by the insurance industry to promote education about this complex and often misunderstood investment tool. Not ...
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Why Your Working Years Portfolio Could Sabotage Your Retirement
If you’re approaching retirement, you’ve likely spent decades saving and investing with the goal of building a solid financial foundation. But now that retirement is ...
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Why Good Financial and Retirement Planning Is Essential for Fathers
Being a father is one of life’s greatest responsibilities — and one of its most rewarding roles. From late-night feedings to college graduations, fatherhood is ...
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Turning Savings into Income: Choosing the Right Retirement Strategy
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 do I turn ...
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Smart Summer Financial Tips for Investors Nearing Retirement
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. ...
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7 Facts Investors Over 50 Need to Know About Investing for Income
For decades, most investors have been taught to focus on growing their portfolios. Accumulate. Grow. Maximize. That works — until it doesn’t. As you near ...
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Do You Need Stocks to Retire? Discover Stock-Free Ways to Generate Retirement Income
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 ...
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Make the Most of Today’s Interest Rates — Before They Change Again
If you’ve been watching the headlines or your account statements lately, you’ve probably noticed that interest rates are higher than they’ve been in years. And ...
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How to Make Sure You Can Retire When You Want To
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 ...
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Are Tariffs a Threat to Your Retirement Plans?
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 ...
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Bonds and Bond Mutual Funds: What’s the Difference?
When it comes to investing for retirement, bonds and bond mutual funds are often considered stable, income-generating options. But while they may seem similar, they ...
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How to Deal with Market Uncertainty When Building Your Retirement Income Strategy
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 ...
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5 Tax Tips Retirees Should Know Before April 15
Tax Day — April 15 — is fast approaching. Whether you’ve already filed or are still pulling together your paperwork, this is more than just ...
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How Investing for Income Helps Reduce Financial Risk
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 ...
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The True Cost of Underestimating Your Retirement Expenses
Retirement is often painted as a time of relaxation, travel, and newfound freedom – and ideally it should be. However, many retirees face an unexpected ...
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You Don’t Need Luck for a Secure Retirement
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 ...
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How to Protect Your Retirement from Market Volatility
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. ...
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Tackling Tariffs: What Everyday Investors Need to Know
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 ...
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Paying Your Bills in Retirement: Smart Strategies for Everyday Investors
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 ...
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How Financial Advisors Can Use AI to Attract More Business Online
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 ...
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What Makes a Great Retirement Income Plan? 5 Key Elements
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 ...
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From Offense to Defense: The Key Shift in Retirement Planning
Retirement planning requires a strategic shift as you approach your golden years. Early in your career, the focus is on growth — maximizing savings, investing ...
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Why an Income-First Strategy Could Be the Key to Your Dream Retirement
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 ...
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5 Retirement Planning Mistakes That Can Cost You – And How to Avoid Them
Retirement is that chapter in life we dream about — the ultimate freedom to enjoy family, pursue passions, and finally relax. Yet, even as we ...
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The 7 Secrets of a Stress-Free Retirement: What Most Financial Advisors Won’t Tell You
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 ...
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Are Annuities Right for You?
Annuities have a rich history dating back to Ancient Rome. Today, millions of Americans currently use annuities to supplement their retirement income. They can be ...
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