In Now The Time To Revisit Your Financial Plan? When the market is at an all-time high, you may not be worried about running out of money in retirement. Your house may be paid off, the kids are grown up…
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The Value of Doing Nothing in Retirement
The Value of Doing Nothing in Retirement For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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