Pre-retirees: Plan now for health care costs

How to respond when risk tolerance is tested

  When you begin investing, you’ll generally assess your comfort with risk, as your investment choices will be guided at least partially by your risk tolerance. But once you actually experience the ups and downs of the market, this tolerance could be tested. Risk...
Pre-retirees: Plan now for health care costs

Avoid tapping into 401(k) early

  If you’ve been contributing for many years to your 401(k) or similar retirement plan, it may be your largest pool of money. So, if you are facing a financial need, you may think about tapping into your account. After all, it’s your money – why not use it? But...
Pre-retirees: Plan now for health care costs

Investment lessons from 2020

  As the year draws to a close, it’s fair to say that we’ve all learned something about the social, political, physical and environmental forces that have affected everyone. And, in some ways, our lives will be changed, perhaps permanently. But as an investor,...