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- Social Security Planning in an Era of Uncertainty: New Adjustments & Strategy Tweaks
- Interest-Only vs. Hybrid Long-Term Care Insurance: What’s Best for Your Retirement Portfolio?
- Effective Retirement Planning Amid Rising Interest Rates
- Backdoor Roth IRA: A Beginner’s Guide to Savings
- Crafting a Reliable Retirement Income Strategy for Success
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Category Archives: Investments
Inflation Versus Our Budgets
Inflation Versus Our Budgets The effects of inflation are proving hard to stave off, and we are all feeling it on our budgets. From food to gas to home repair products, prices seem to be increasing every day. The Federal…
What Is a QCD and How Does It Work?
What Is a QCD and How Does It Work? You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, payroll tax, and Medicare tax. However, your income…
Worried About a Bear Market? Here’s How Long It Could Last
Worried About a Bear Market? Here’s How Long It Could Last We hear the term “bear market” and may start to panic. But bear markets don’t always last long, and one can be quite different from another. There are many…
The Role of Melody and Memory in Retirement
The Role of Melody and Memory in Retirement What is the role of memory and melody in retirement? When you’re at the peak of your career and starting to think about retirement, many things might be circling your thoughts. “How…
A Retirement Strategy for a Lifetime
A Retirement Strategy for a Lifetime Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for…
Don’t Let Your Emotions Control Your Finances
Don’t Let Your Emotions Control Your Finances If you’ve followed markets or financial news, especially in the past few years, you may have felt certain emotions when your portfolio makes a big jump or declines steeply. Don’t let your emotions…
The History of Inflation is Older Than you Think
The History of Inflation is Older Than you Think Inflation has occurred in many different societies throughout history. We think of inflation as a modern economic concept, but in reality, it predates modern history and has been a prevalent part of…
Staying Social in Retirement
Staying Social in Retirement For some of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d ever…
Traveling in Retirement on a Budget
Traveling in Retirement on a Budget Reaching retirement is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for…
Wealth and Income, What’s the Difference?
Wealth and Income, What’s the Difference? Last year, you may not have worried about market downturns or cost-of-living increases, but with market volatility and inflation threatening retirement plans this year, plus continued rate hikes from the Fed, it’s important to…