Grizzly Bulls Blog: Retirement Posts

Target-date funds (TDFs) have emerged as the cornerstone of many retirement portfolios, especially within 401(k) plans. These funds, designed to automatically adjust asset allocation based on a target retirement date, have grown immensely popular for their simplicity and effectiveness...

Investing in your employer’s stock often feels like a vote of confidence. After all, you know the company inside and out, right? Unfortunately, betting big on your company’s stock can be more like juggling chainsaws than making a savvy investment. When the stock tanks, you could find yourself in a precarious financial situation—both your job and your retirement savings at risk...

Retirement planning can feel like navigating a maze of financial options, and with all the market ups and downs, it's easy to get overwhelmed. Enter the Bucket Approach---an increasingly popular strategy that helps retirees visualize and organize their savings to cover both short-term needs and long-term goals...

529 college savings plans might not be the most glamorous topic around, but they're getting a lot more love these days---and for good reason. According to data from the College Savings Plan Network (CSPN), total 529 plan assets hit a record $473 billion in 2023, skyrocketing from just $250 billion in 2016...