Protecting Yourself From Risk
As we’ve talked about before, investment risk is a risk that everyone shares. Having a portfolio of products aligned with your risk tolerance and time horizon is important to protect
December 16, 2021
News & Updates
The Cause of Inflation
A recent article in the Wall Street Journal states “Last April, economists thought inflation would be around 2.5% right now. Instead, it’s over 6%. Even by the forgiving standards of
December 9, 2021
What Does Medicare Cover?
As a recent article indicates, Government data shows “nearly 70% of individuals who reach age 65 will need long-term care at some point.” Further, “while the median cost of an
December 2, 2021
Preparing For a Reduction
A recent article tells us “People retiring in the next few decades should only count on withdrawing 3.3% of their savings a year, down from the well-established number of 4%”
November 18, 2021
Adjusting For 2022 Tax Rules
Soon it will be time to file your 2021 taxes. But did you realize that the 2022 tax rules will “differ substantially from 2021”? Your tax brackets will be higher,
November 12, 2021
Developing a Retirement Income Strategy
When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it. Speaking with us about the
November 4, 2021
Are you Ready to Retire?
If you’re able to easily determine your own retirement date, be thankful that circumstances haven’t led to that date having to change. Also, be aware that determining when to retire
October 27, 2021
Financial Independence, Retire Early
Do you know what FIRE is? FIRE, in financial terms, stands for “Financial Independence, Retire Early.” The goal of FIRE is to save or invest enough of your money that
October 21, 2021
Will You Have to Retire Early?
“More than a quarter of all workers say COVID has prompted them to move up their retirement date,” finds a survey released in February, by the National Institute for Retirement
October 14, 2021
Financial Literacy
Many consumers have little understanding of the long-term problems that poor financial decisions can create. One of the key reasons that many Americans struggle with making the right decisions when
October 8, 2021
How Much Is Enough?
Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.” Clearly $0 in retirement savings is not enough, so
September 30, 2021
How Well Did You Adapt?
We can all agree that the pandemic created many unexpected events in each of our lives, and we’ve all had to figure out how to adapt. That means now is
September 23, 2021
