Navigating Retirement: Words of Wisdom from Those Who’ve Been There
Navigating Retirement: Words of Wisdom from Those Who've Been There Retirement marks a significant milestone in life, a time to bid adieu to the working world and [...]
Understanding the Impact of US Bond Rating Decrease on Investments and Your Retirement
Understanding the Impact of US Bond Rating Decrease on Investments and Your Retirement As the global economic landscape undergoes constant fluctuations, one of the most recent developments [...]
What Hurricanes Teach Us About Retirement Planning
Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel getting reports of developing hurricanes and are treated to lots of updated graphics to bring us a refresher on how hurricanes work. So, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.
Can You Get An A+ On Our Retirement Planning Quiz?
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
Tough Topic: Retirement & Divorce
Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.
Stuck in a High Tax Bracket? Try These Reduction Strategies
Stuck in a High Tax Bracket? Try These Reduction Strategies Let’s talk about tax brackets. They aren’t straight across the board but graduated based on income, meaning [...]
Why Retirement Planning Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.
The 2022 Hidden Taxes that Could Impact Your Checkbook
The 2022 Hidden Taxes that Could Impact Your Checkbook A combination of rising wages and inflation is threatening to push some taxpayers into higher tax brackets this year, which means you could owe more to [...]
Investor Beware: Spotting Red Flags When Picking An Advisor
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Making the Most of Your HSA
Making the Most of Your HSA July 6, 2022 The average couple retiring today needs a whopping $315,000 to cover the cost of health care throughout their [...]
