RETIREMENT EDUCATION BLOG

Portfolio Management – Building a Diversified Investment Portfolio

Building a diversified investment portfolio is important for your long-term financial goals. A well-diversified portfolio can help you manage risk and take advantage of investment opportunities in a variety of market conditions. Portfolio management starts with a thorough analysis of your investment objectives, risk tolerance, and financial situation. We then use this information to create… View Article

Make Sure to Update Your Retirement Plan

Don’t look now, but we’re already in the home stretch of 2025. We’re sure you have plenty of holiday plans filling up November and December, so now is a great time to take a final look at your current plans to make sure they’re updated so you can get to celebrating with friends and loved… View Article

Keep An Eye on the Market to Help Manage Your Retirement

There are many different investment options you may be using to build – and possibly grow – your nest egg as retirement approaches. No matter your plans, the most important aspect of managing your accounts and investments is to aim for the goal of having enough to STAY RETIRED once you make the leap. One… View Article

Savvy Design – The Importance of Confident Investing

We believe that savvy design is the key to confident investing. That is why Market Guard® investment strategies are based on a deep understanding of the market and the factors that drive it, and we use this knowledge to design investment portfolios that are aligned with our clients’ goals and risk tolerance. Savvy design starts… View Article

How Will Retirement Affect Your Taxes?

No matter your line of work or saving/investing strategy, it’s likely that taxes are a constant point of emphasis when considering your finances. One of the downsides of retirement is that even when the work stops, taxes will remain. Depending on where your retirement income will be drawn from, there are tax implications that may… View Article

Looking Out For Your Long-Term Health

Retirement should be an exciting and fulfilling new era for you, filled with great experiences. The possibility of accounting for long-term care – either for you or a loved one – is a topic that can easily be glossed over in order to focus on all the highlights of retirement. Nearly 70% of people over age… View Article

Combating Rising Costs

For the last few years, a hot-button issue for many economic discussions has focused on inflation and the rising cost of most goods and services that make up a large portion of the average person or family’s budget. While the inflation rate has slowed its pace from previous years, it still stands at 2.7% on… View Article

Social Security and the “One Big Beautiful Bill”

As months were spent debating new budget and tax regulations in Congress, a primary concern for pre-retirees and retirees was the possible impact on Social Security. According to a 2024 survey, around two-thirds of pre-retirees or retirees in the United States see their monthly Social Security benefits account for at least half of their income1…. View Article