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Tag: retirement planning

Long-Term Care Insurance: Worth It or Waste of Money?

Long-term care is one of the biggest financial risks in retirement, and one of the most uncomfortable topics to talk about.

Put Off Social Security Or Start It Earlier?

When should you take Social Security? It’s one of the biggest financial decisions you’ll make in retirement, and one of the easiest to get wrong.

And the Oscar Goes To… Your Retirement Strategy

The Oscars have passed, but we’re handing out a few awards of our own. Not for films, but for financial planning.

Use Target-Date Funds or Customize Your Portfolio?

Ryan explains how these funds work, why they’ve become so popular, and where they may fall short for investors who want a strategy tailored to their situation.

Roth Conversion or Not? How to Know If It’s Right for You

Ryan explains how Roth conversions actually work and breaks down when — and if — they make sense for your situation.

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Black Oak Asset Management,  Private Client Services and RFG Advisory are unaffiliated entities.

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RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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