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


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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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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