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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10 Result(s) in the “Retirement Planning” Category
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,…
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…
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,…
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…
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…
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…
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…
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…
Apr. 11, 2019
How This New Bill Could Impact Your Retirement
A lot of things come out of Washington D.C. Some bad. Some worse. Despite the bad, over the course of…
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