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- Financial Planning Tips for Seniors Downsizing After 60
- Retiring into Volatility: How to Handle Market Swings in Your First Year of Retirement
- Optimizing Charitable Giving Strategies Before Year-End
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Category Archives: Economy

Retirement Planning and Current Economic Conditions
Retirement Planning and Current Economic Conditions The economic state we are in right now is intricate and, in some ways, has never been experienced before. The coronavirus has caused massive alterations in how the market functions, and we need to…

2 Reasons 2022 Challenged the 60/40 Portfolio Strategy
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided…

The Economy Threw a Curveball at Retirees in 2022
The Economy Threw a Curveball at Retirees in 2022 The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the aftermath of the pandemic on the…