Some experts say a recession is coming. Here’s how to prepare your portfolio
Phonlamaiphoto | Istock | Getty Images Months of stock market volatility, surging inflation and rising interest rates have left many investors wondering if a recession...
Baby Boomers
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‘It’s like going to the DMV online’: What to know about buying Series I savings bonds via TreasuryDirect
Eakgrunge | Istock | Getty Images There’s been record demand for federal Series I savings bonds, an inflation-protected and nearly risk-free asset, offering an eye-popping...
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Retirees planning to travel should check their Medicare coverage to avoid costly surprises
Tom Merton | Getty Images If you’re a retiree on Medicare and feel the itch to travel, be sure you know whether your insurance plan...
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Is Your Smartphone Spoiling Your Vacations?
If the aim of taking a hard-earned, long-awaited personal vacation truly is to “get away from it all”, detach from the daily grind, get some...
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Investors revisit muni bonds amid higher yields and strong credit
David Jakle | Image Source | Getty Images It’s been a tough year for municipal bonds, with investors cashing out amid rising interest rates. However,...
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Inflation is the ‘top problem’ facing America, with no other issue coming close, survey shows
A worker stocks items inside a grocery store in San Francisco, California, May 2, 2022. David Paul Morris | Bloomberg | Getty Images Meanwhile, President...
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Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022. David Paul Morris | Bloomberg | Getty Images Inflation is a growing concern...
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Nearly 7 in 10 Americans want to live to 100, study finds. Here’s how retirement is changing
Despite fears of outliving savings, most Americans still want to live longer, a study on longevity and retirement shows. Nearly 70% of Americans want to...
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Your new ‘retirement’ home could be a cruise ship
Jeff Farschman, 72, is a serial cruiser from Delaware who spends months at sea in retirement. Jeff Farschman For nearly two decades, Jeff Farschman, 72,...
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Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand...
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Here’s how much cash retirees need to weather a stock market downturn
Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock market downturn, and some retirees...
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Here’s where I bonds may work in your portfolio, according to financial advisors
I bonds are currently paying 9.62% annual interest through this October, presenting an opportunity for investors with a range of goals, according to financial experts....