Sound Insights
Sound Income Strategies’ Co-CIO breaks down retail earnings picture
Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.
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How Adding Riskier Assets Can Lower Portfolio Risk
To David Scranton, CEO of Sound Income Group, “the real magic” is “the ability to get competitive returns with less risk.” Scranton, in an interview ...
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Income Annuities Take The Risk Out Of Retirement
Few adults would go without auto, home, life, or health insurance. But the kind of insurance that helps protect against the risk of running out ...
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Why Securing A Mortgage Before Retiring Makes Sense
Pre-retirees who are thinking about changing their primary residence after they retire and who will need a mortgage to do so may benefit from making ...
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How To Help Avoid Retirement Killers
If you’re starting to wonder if you’ll ever have enough money saved to retire, you aren’t alone. According to the Employee Benefit Research Institute’s 2022 ...
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The Retirement Income Crisis
Our country is facing a looming retirement income crisis. What exactly does that mean? Simply put, it means those people retiring from the workforce may ...
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How To Survive A Bear Market If You’re Over 50
There are few things scarier than a bear market, but steep and sustained downturns in stocks are an absolute fact of investing life. Markets go ...
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Are You Fearful Of Leaving Your Children Money?
Some parents fear leaving their children with too much money. They talk about their friend’s child, who ended up doing little with their lives and ...
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Getting Divorced? Getting Remarried? What Older Adults Need To Know
Gray divorce is on the rise, and couples parting ways at this stage of life should know there are important financial and estate planning issues ...
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How Psychology Affects Your Search For A Financial Advisor
Selecting the right financial advisor is an important but difficult decision. Key considerations include whether your prospective advisor has the right technical skills, charges fair ...
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Are You Helping To Maximize Your Tax-exempt Bucket?
Paying state and federal taxes is part of life. Yet, of course, we all want to keep hold of as much of our income as ...
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Retirement Needs Vs. RMD Rules And The QLAC
Are you entering retirement, but want to delay taking the full required minimum distributions (RMDs) from your retirement portfolio? Perhaps use the money to help ...
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Retirement Income Shouldn’t Depend On The Market, It Should Depend On Math
Market ups and downs can keep retirees on edge, worried about potentially big losses from which they may never be able to recover. And those ...
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3 Financial Lessons For Pre-retirees
Do you feel like you know enough about money to get by? A newly released survey by the TIAA Institute shows that people of all ...
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10 Common Medicare Mistakes To Help Avoid
Missing deadlines, delaying enrollment, or choosing the wrong plan can cost you a bundle when it comes to Medicare. Here’s a list of common mistakes ...
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Retirement Regrets
It is easy to identify things you could have done differently knowing what you know today. If only we had a crystal ball, life could ...
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Should You Consider A Roth Conversion While The Market Is Down?
While the market may not be a fun time for investors, there are some bright spots and opportunities to be had. Stock market drops like ...
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Switched Jobs? Consider Consolidating Your Retirement Savings
If you’ve changed jobs multiple times throughout your career, you’re not alone. According to the Bureau of Labor Statistics, baby boomers switched employers, on average, ...
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Rising Healthcare Costs And The Impact On Pre-retirees
Over the past year, Americans’ concern over inflation has steadily increased. A Gallup poll coordinated in March noted that 17% of Americans believe the high ...
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Social Security Strategies For Single People
Single, childless retirees who have never been married may have fewer strategies available for claiming Social Security benefits than spouses, widows, and divorcees, but no ...
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Ramp Up Your Retirement Savings With These Six Strategies
Are you planning to retire in the next few years? It’s still not too late to make a difference in how much you’ll have available ...
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Retirement And Divorce: Preserving Your Finances When Marriage Turns Sour
It’s a phenomenon that’s becoming more common. Older couples with decades of marriage behind them discover that they’re no longer compatible and they decide to ...
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Making Your House Retirement Ready
As retirement nears, many Americans say they would prefer to retire in their current homes. However, their needs and abilities are bound to change as ...
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Five Potential Retirement Obstacles
Whether you’ve been working hard for 30 years or are just three months into your first job, it’s always wise to plan ahead for retirement. ...
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Should You Rent Or Buy? Homeownership In Retirement
Owning your home can give you some stability in your retirement. On the other hand, renting can give you flexibility. Owners don’t have to deal ...
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How 10 Types Of Retirement Income Get Taxed
When you’re planning for retirement, it’s fun to contemplate all the travel, rounds of golf, and restaurant meals you have ahead of you. You may ...
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Five Bad Financial Decisions And How To Avoid Them
Retirement advice is as plentiful as the bills that roll in each month. But despite the avalanche of tips for boosting your savings, people still ...
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Being Your Own Insurer
It’s daunting to consider, but if something tragic happens and you need years of long-term care, how would you pay for it? The costs of ...
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Approaches To Tackle Your Debt
Spend less than you earn. It sounds like a simple directive, but for millions of Americans debt is a harsh reality, sometimes piling up to ...
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Will High Stocks Cause A Market Rally With Joe Najarian
Market Rally What’s up everyone? Well of course the answer is the stock market. All three major market indices are still riding record highs. ...
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