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10 Result(s) in the “Retirement Planning” Category


Jun. 2, 2020

The Ascent Continues

The Ascent Continues Stocks rallied to start the week as hopes for a further rebound in economic activity offset elevated…

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Jan. 13, 2020

Are You Financially Ready to Retire?

One of the biggest obstacles faced by those nearing retirement is knowing whether they are financially ready to retire. Often,…

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Jan. 2, 2020

4 Ways the SECURE Act Will Change Your Retirement

Just before 2019 ended, Congress surprised us by approving the Setting Every Community Up for Retirement Enhancement Act of 2019,…

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Dec. 12, 2019

Year-End Tasks and December 2019 Market Update

In this webinar, Oakmont Advisory Group's David Hicks and Ryan Gilmore review the stock market's performance in the month of…

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Aug. 8, 2019

Why Standard Deviation Matters When Retirement Planning

When it comes to investments, most people want to focus on annualized rates of return. Why? There are numerous reasons,…

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Jul. 12, 2019

3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)

I’m not an envious guy by nature. However, I can count on one hand the times in my life that…

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Jul. 3, 2019

What Is a Stretch IRA?

In our society legacies matter. When we look at people, we want to know what will be the lasting effect…

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Jun. 5, 2019

Fiduciary vs. Suitability Standards: Which Drives Your Financial Advisor?

In December 2009, one of the top American pizza restaurant chains decided to hit the reset button by revamping their…

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May. 1, 2019

Traditional vs. Roth 401(k): What’s the Difference?

There are different wreaths I use to decorate my house throughout the year. In winter, I put up a green…

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Apr. 25, 2019

How Annuities Are Taxed

Of the many questions we receive regarding retirement and investments, there is one category that elicits the most confusion. That…

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