Tag: Retirement

  • Retirement Tax Strategy Optimization

    This article focuses on retirement tax strategy optimization, and why itโ€™s important to think about how your different sources of income, such as Social Security, retirement, and other assets, interact.

  • Mastering Expenditure in Retirement

    Understanding the delicate balance between saving and spending can be quite the conundrum, especially for those who have shown commendable discipline in their saving habits over the years. It's an intriguing contradictionโ€”those who excel at saving often grapple with the challenge of spending in their golden years. Our research at Global Advisers, aligned with numerous [...]

  • Optimizing Health Care Costs

    Health Care Costs: A Critical Component of Retirement Planning At Global Advisers, we recognize the significance of incorporating expected healthcare expenses into your retirement strategy. Our collaboration with Mercer Health & Benefits has led to a model indicating that, on average, retirees may face healthcare costs exceeding $5,000 annually, even with Medicare coverage. While [...]

  • ROTH IRA Benefits

    Introduction to Roth IRAs A Roth IRA stands as a distinctive individual retirement account, fueled by post-tax income, presenting a pathway to tax-free growth and withdrawals in retirement. This form of IRA offers numerous advantages and considerations, including specific eligibility criteria. For those pondering the initiation of a Roth IRA, here are eight compelling [...]

  • Social Security Retirement Income Optimization

    The term "Social Security benefits" often evokes a spectrum of reactions, from curiosity about its future to concerns regarding its sustainability. At Global Advisers, we encounter many clients pondering the relevance of Social Security in their financial planning. Amidst alarming headlines, it's crucial to discern reality from speculation and understand the vital role Social [...]

  • Understanding Retirement Risks

    As you approach retirement, a seamless transition requires not just dreaming about leisure activities but also strategic planning to mitigate potential risks. Global Advisers can guide you through preparing for common challenges to ensure a secure retirement. Market Risk Nature of Risk: Fluctuations in investment returns, inflation, and market dynamics can impact your retirement [...]