Retirement Advisor

Retirement Planning Library

Increasing numbers of working adults are preparing to retire without the traditional safety net of employer pension plans. The responsibility for financial security in retirement now rests largely on the shoulders of the individual. While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.

Questions To Ask A Financial Advisor

The recent volatility in the stock market has again become a wake up call to many investors.
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Enjoy Life. Hire Someone To Watch Your 401K

Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
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401K 2nd Opinion

If you feel that you are not receiving adequate investment advice from your employer’s retirement plan provider, we can manage your 401K, TSA, TSP, Simple Plan or Pension Plan
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7 surprising things Not Covered By Medicare

Medicare pays for most of medical expenses for individuals once they turn 65, but surprising gaps in coverage can wreak havoc with a retiree’s limited budget.
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Important information for people with retirement plans

What if I said that people who try to invest for retirement on their own have almost 50% less in their accounts than those who use an experienced financial advisor? Would you be surprised?
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Are You Ready To Retire?

In the United States, we have a potential crisis on the horizon.  The majority of Americans are not financially prepared for their retirement.
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The Three Key Challenges of Retirement

Planning for your retirement can be challenging. It can be scary, and it can be frustrating.
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The Drawback Of Target Date Mutual Funds

If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
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What Is a Good 401K Match?

401K contributors have most likely pondered how their 401K compares with other company plans.
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Making Solid Financial Decisions Now Can Impact Your Retirement

People commonly prioritize the short-term over the long-term. But a great way to determine if the decision is a good one is to ask yourself if you are mortgaging your future to pay for your present.
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How well do you really know your 401K?

For many people, a 401K is the easiest and most convenient way to save for retirement. Unfortunately, many people don’t know as much about their 401K as they should. As a result, they aren’t getting as much out of it as they could.
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How Much You Should Have Saved For Retirement At Every Age

We know most Americans are woefully behind when it comes to saving for retirement, but according the latest data, it’s never too late to start saving.
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Social Security Increases Benefits by 2.8% for 2019

The pay raise for Social Security recipients is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.
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Frequently Asked Social Security Questions

The more you know about America’s most important retirement program, the better chance you have of getting the most out of it.
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Just Say NO to Pie Charts!!

Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
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Options for an old 401K

One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job. But what should you do with them?
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from our retirement advisors

Active Portfolio Management – How We Do It!

Research Financial Strategies specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk. Research Financial Strategies provides our...

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Social Security Increases Benefits by 2.8% for 2019

The pay raise for Social Security recipients is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.  The Social Security Administration has announced a cost of living adjustment (COLA) to...

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Don’t Be Deceived By Mutual Funds

Best Mutual Funds? Since the bull market run started 10 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong.  In fact, not one single mutual fund has beaten the market...

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