Insights and Updates from Pacific Investment Research

Market Commentary - Week ending January 5, 2018

By: Pacific Investment Research Jan 08, 2018
The markets are rallying up, starting the new year on a very positive note and Our Short Term Indicator is BULLISH 
  • The equities were off to a flying..
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How Much Income Will You Need During Retirement?

By: Richard Schultz Jan 02, 2018

How much will you need when you retire?

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4 Financial Planning Tips for Recent Widows

By: Richard Schultz Aug 22, 2017

Of all the life events women experience, none are as transformative or stressful as losing a husband. There are no words to express the emotional trauma..

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How Long Will My Retirement Money Last?

By: Richard Schultz Aug 22, 2017

When creating a financial plan, many investors focus on their retirement “number” – the amount of money they need to save to be able to retire. However,..

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Getting Ready to Retire Checklist for Executives and Professionals

By: Richard Schultz Aug 22, 2017

As an executive or professional, preparing for retirement is what you’ve been doing since the day you started contributing to your first 401(k) or 403(b)...

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5 Things to Know About Timing Your Social Security Retirement Benefits

By: Richard Schultz Aug 22, 2017

Here’s an important thing to keep in mind about Social Security retirement benefits: it is a government program, meaning that it almost by definition must..

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Planning for Your Retirement Healthcare Needs

By: Richard Schultz Aug 22, 2017

Nothing can devastate a carefully-considered and executed retirement plan faster than unexpected health care costs.

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Should You Have a Gifting Strategy as Part of Your Estate Plan?

By: Richard Schultz Aug 22, 2017

Nobody wants to pay more in taxes than they are legally required to.

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4 Questions To Ask Before Buying Your Retirement Home

By: Richard Schultz Aug 22, 2017

Ah. The retirement home. Every one of us has our own idea of what we would like to have in our perfect retirement house.

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