Loring Ward Blog (340 Results)
Long-Term Care Insurance: When and What Kind?
Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with y... Read more
Income Planning and IRMAA in Retirement
Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surface... Read more
Reframing the Social Security Claiming Decision for Married Couples
For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more
Relief for Retirement Account Owners
On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, e... Read more
Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Cultivating an Abundance Mindset, Even in Difficult Times
By Becca Craig
Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more
Have a Conversation, for You and Your Family
During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more
The Key To Saving More For Retirement: Using Your Imagination
By Tim Maurer
The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more
CARES Act Relief for Retirement Account Owners
Several provisions of the massive coronavirus stimulus package – the CARES Act – signed into law March 27, 2020 deal with retirement accounts and offer relief both to their owners and beneficiari... Read more
How to Craft a More Fulfilling Vacation
By Tim Maurer
With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable g... Read more
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Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
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Why Are You Buying Gold? Source: Siegel, Jeremy, Future for Investors (2005), Wi...
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The Effect of Diversification <!----> This blog is from the May issue of Por...
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Volatility Clustering FAQ What is volatility? Volatility is the rate at which...