Investment Planning Throughout Retirement

Lockheed Martin 401(k) Investment Options – The Target-Date Funds

While you’re working, your retirement objective generally is to grow retirement savings as much as possible, and investments that offer higher potential reward in exchange for greater potential for volatility and/or loss are often the focus for those retirement savings.

Taxation Of Investments

Taxation Of Investments

To determine how an investment vehicle is taxed in a given year, first ask yourself what went on with the investment that year. Did it generate interest income?

Investing For Major Financial Goals

Investing for Major Financial Goals

At some point, you’ll probably want to buy a home, a car, maybe even that yacht that you’ve always wanted. Although they’re hardly impulse items, large purchases often have a shorter time frame than other financial goals; one to five years is common.

Teaching Your Teen About Money

Frequently Asked Questions Strittmatter Wealth Management Group

Your teen is becoming more independent but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her a few financial lessons. With your help, your teen will soon develop the self-confidence and skills he or she needs to successfully manage money in the real world.

Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly Traditional wisdom holds that retirees should value the safety of their principal above […]