NewFocus Financial Group | Blog

7 Tips to Manage Volatile Markets as You Transition to Retirement

By Mark Farrelly, CFP®, CDFA® Market volatility can be sparked by triggers ranging from policy uncertainty in Washington, to earnings reports, to geopolitical unrest. Dramatic moves in the stock market may cause you to question your strategy and worry about your money. A natural reaction to that fear might be to reduce or eliminate exposure

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You Need More Than a Number: 6 Tests to Determine Retirement Readiness

How do you know that you’re ready to retire besides reaching a certain portfolio number?

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Annuities: What You Should Know

Are there any good annuities out there? Find out annuity types and who you should buy them from.

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Preparing a Plan to Go (and Grow) in Retirement

Living longer requires even more attention to finances.

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Moving and the Estate Tax

Considering a move to a state without an income tax? Make sure to check into estate taxes.

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Changes to Social Security Benefit Strategies

New rules go into effect in six months.

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Plan Early and Save Consistently

How much money will you need in retirement?

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Retiring Out of State

Want to retire out of state? Take these points into consideration before you decide.

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When to Retire

Deciding when to retire? Take into account this factor.

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Saving for College vs. Saving for Retirement

Why parents should put their retirement first.

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