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Will Rising Interest Rates Impact My Pension Benefits?

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona


If you're nearing retirement and plan to elect lifetime payments from your pension plan, rising interest rates won't have any impact on your benefits. But if you're considering a lump-sum payment, rising interest rates can be critical.

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Test Your Knowledge of Financial Basics

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona


Working with a trusted financial professional is one of the best ways to help improve your overall financial situation, but it's not the only thing you can do. Educating yourself about personal finance concepts can help you better understand your advisor's recommendations, and result in more productive and potentially more prosperous financial planning discussions. Take this brief quiz to see how well you understand a few of the basics.

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Business Owners: Don't Neglect Your Own Retirement Plan

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona


If you're like many small business owners, you pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, your strategy might be crossing your fingers and hoping your business will provide the nest egg you'll need to live comfortably. But relying on a business to fund retirement can be a very risky proposition. What if you become ill and have to sell it early? Or what if your business experiences setbacks just before your planned retirement date?

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What Baseball Can Teach You about Financial Planning

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona


Spring training is a tradition that baseball teams and baseball fans look forward to every year. No matter how they did last year, teams in spring training are full of hope that a new season will bring a fresh start. As this year's baseball season gets under way, here are a few lessons from America's pastime that might help you reevaluate your finances. Sometimes you need to proceed one base at a time.

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Are You Ready to Retire?

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona


Here are some questions to ask yourself when deciding whether or not you are ready to retire.

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