Retirement Isn’t Just About the Numbers: Key Lessons from J.P. Morgan’s 2026 Guide to Retirement
Retirement planning conversations are changing.
For years, retirement advice focused heavily on accumulation, withdrawal rates, and portfolio construction. But during a recent Financial Experts Network webinar featuring Sharon Carson of J.P. Morgan Asset Management, the conversation expanded far beyond spreadsheets and Monte Carlo projections.
Why Roth Accounts Often Look Better in Long-Term Modeling
One of the biggest findings from the presentation was surprisingly consistent:
Across the simulations presented, overweighting traditional retirement accounts was never the best-performing strategy.
That doesn’t mean traditional accounts are bad. Far from it.
But the modeling repeatedly showed that:
10 THINGS about Medicare
Medicare can be confusing for many of us. We have compiled a list of 10 things we think will help clarify how Medicare works and what the you need to consider when evaluating choices for Advantage and Supplement plans.