One of the most rewarding aspects of my role is to help address questions from our clients. Recently, a client and avid reader of our In the Vanguard newsletter submitted a comment about required minimum distributions (RMDs) from retirement plans … Read more
October 18 kicks off National Save for Retirement Week. Never heard of it? Don’t worry, because I don’t think many people have. Celebrated the third week of October, it’s a national effort to raise public awareness about the importance of … Read more
Well, maybe not everything, but the decision of when to claim Social Security benefits will have a lasting impact on the amount you receive.
Generally speaking, you’re eligible to receive 100% of your Social Security benefit at your full retirement … Read more
Recently I found myself in a very rare position, home at 10:00 am on a weekday, sick with the flu. Unable to muster the energy to do much else, I was stretched across the couch with the television on. In … Read more
I’m not a millennial, but a number of my Vanguard colleagues currently fit this demographic. And they often seek counsel from the one with a few flecks of grey in her hair―about work, life, and investing.
When it comes to … Read more
I recently ran into a retired Vanguard colleague, and he asked about what to do with his RMD. He’s in the enviable position of not needing his RMD in order to meet his spending needs. But, he’s not alone.
A … Read more
Gender financial stereotypes abound. Women are risk-averse—to their detriment! Overconfident men trade more—to their detriment!