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Inflation and Long-term Care Planning
Inflation can present a challenge in retirement, when you consider that the price of bread went from 50 cents a loaf in 1980 to an average cost of $2.54 today… a more than 200% increase in 40 years. It’s reasonable to assume that the cost of Long Term Care will
How Are Your Social Security Benefits Calculated?
We all think we know the basics about Social Security, but do we really understand how much your benefits can vary? Your full retirement age is generally between 66 and 67, depending on the year you were born. Your monthly benefit, often referred to as your Primary Insurance Amount (PIA),
Long-Term Care Planning for Couples
Did you know that someone turning 65 has about a 70% chance of needing long-term care services during their lifetime? Unfortunately, the story doesn’t end there. About 20% of that group could need care for five years or more. If you’re a couple age 65 or older, you now face
Take Better Control of your Risk Tolerance
Understand the Potential Rates of Return and Volatility for your Risk Tolerance If you have ever researched investing, you have probably come across the concept of risk tolerance. In fact, you may even have taken some version of a risk survey. The concept usually revolves around how much risk or volatility
Sequence of Returns over a 20 year portfolio
Understanding sequence of returns risk is one of the core concepts that affects retirement theory, yet it is so rarely talked about. We talk about how retirees should diversify their ortfolios, adopt the 4% rule, have non-correlating asset classes, or just have a plan for when the market goes down.
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Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Fortress Mega, LLC. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training. The information presented is general in nature and should not be considered to be investment, legal, tax, accounting, consulting, or any other professional advice. It is not a solicitation of, or an offer to buy or sell, any securities or advisory services. The purpose of the information presented on this website is to educate and inform. The content is developed from sources believed to be providing accurate information. In all cases, you should consult with a professional familiar with your particular situation for guidance concerning specific financial matters before making any decisions.
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