Unified Trust Blog

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Rather than slog away in stressful, high pressure careers well into their 60s, many younger employees are checking out early once they have amassed a comfortable nest egg, then living frugally – extremely frugally in some cases – off annual investment earnings.

Social Security will be there for us, perhaps in a different form or amount, but there. The real question for the retirement plan community is how to use it with pre-retirees in the accumulation and planning phases of their life.

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

I was recently talking with a good friend and mentor of mine about family and parenting. My friend has four children who are all very mature, responsible and hard working. I look at his kids and think he’s figured out the secret to parenting…..and I want to know what it is!

Just as LeBron is weighing his future options, investors are also trying to digest all of the recent economic data and geopolitical events to determine the future for financial markets.

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.

The Roth IRA has been around for about two decades now and if you are closing in on your retirement date then it may be time to rediscover its benefits. I shared some thoughts on Roth IRA planning with reporter Rebecca Lake for an article in US News & World Report.

The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

 

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