by Judy Carlson | Sep 24, 2025 | 401(k), Investments, Retirement, Social Security, Wealth Management
That powerful reminder comes from Robert Shiller, Nobel Prize–winning economist and Yale professor. Why does retirement seem so different from other financial milestones? Because unlike buying a house, funding college, or even changing jobs—you may not get a do-over....
by Judy Carlson | Sep 11, 2025 | Investments, Retirement, Wealth Management
When people think about retirement risks, they usually name some obvious ones: • Market downturns• Rising taxes• Inflation• Healthcare costs But there’s another risk that may be hiding in plain sight—one that can often derail even well-built retirement plans. That...
by Judy Carlson | Jan 24, 2025 | Investments, Retirement, Wealth Management
The increasing life expectancy of retirees often presents a sobering challenge: what if you outlive your savings? Known as “longevity risk,” this may be a concern financial planners and retirees may grapple with daily. Understanding Longevity Risk: The...
