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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
A Movie Marathon for a Fun Night In!
A Movie Marathon for a Fun Night In! Retirement is a time to do more of what you love, whether that’s through an active hobby like hiking or through sports like tennis and golf, or if it’s a relaxing activity…
Mistakes You Could Be Making with Your Estate Plan
Mistakes You Could Be Making with Your Estate Plan It’s easy to avoid making an estate plan but lacking one won’t be easy on your loved ones and could cause tension during your later years and after your passing. Having…
Solving for Variables in Retirement
Solving for Variables in Retirement Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as more multiple variables started appearing,…
Five Most Overlooked Tax Deductions
Five Most Overlooked Tax Deductions to Help Manage Your Tax Bill Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax…
How Baby Boomers Have Redefined Retirement
How Baby Boomers Have Redefined Retirement Before your generation, retirement had long been perceived as a time when life took a downward turn. But thanks to baby boomers, this perception has radically changed. Baby Boomers have been cool kids since…
What Volatility Truly Means
What Volatility Truly Means Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring…
How A Financial Advisor Can Help Prepare You for a Wintery Market
A Financial Advisor Can Prepare You for a Wintery Market When the winter season comes around, you’ll likely have to adjust your routines and prepare for a wintery market. If you’re in colder states, you may be looking to purchase…
Buying A House? 11 Tips on How to Save for a Downpayment
Owning a home is a milestone in a person’s life. However, it has not always been easy to accomplish. By learning some of the basics of homeownership and how to save for a downpayment, you will be able to make…
5 Easy Financial New Year’s Resolutions for 2021
A new year is a natural time for a fresh start and a new resolve, so there’s no better time to consider new ways to approach your finances in 2021—especially in light of the unusual circumstances that 2020 wrought on our…
What’s Ahead for the Stock Market?
In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind us and a vaccine on the horizon, the stock market…