Investment risks - Lifevest Advisors

Retirement Planning

Sequence‑of‑Returns Risk: How One Bad Year Can Derail Decades of SavingsBusiness

impact of timing risk

Discover how a single poor year early in retirement can jeopardize your savings and learn strategies to safeguard your future.

Charles
August 31, 2025

Annuities

Five Red Flags in “Bonus” Annuities Every Buyer Should SpotBusiness

warning signs in bonus annuities

Spot five red flags in “bonus” annuities that every buyer should recognize to avoid costly pitfalls and protect their investments.

Charles
August 24, 2025

delayed savings significantly reduce retirement

Retirement Planning

The Cost of Waiting: How Delaying Savings by Five Years Impacts Your Nest EggBusiness

Just delaying your savings by five years can drastically reduce your retirement funds,…

Charles
October 3, 2025

early withdrawal penalties and alternatives

Retirement Planning

Hidden Penalties When Tapping Retirement Accounts Early—and Smarter AlternativesBusiness

Getting early access to retirement funds can trigger costly hidden penalties; discover…

Charles
October 2, 2025

paycheck gap transition

Retirement Planning

The Psychology of the Paycheck Gap: Transitioning From Salary to Self‑Paidbusiness

I understand how the paycheck gap can trigger emotional struggles when transitioning to…

Charles
September 30, 2025

flexible budgeting for financial security

Retirement Planning

How to Use a Dynamic Spending Plan to Avoid Running Out of MoneyBusiness

Getting the most out of a dynamic spending plan can prevent financial…

Charles
September 28, 2025