Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax [...]
You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you'll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements and interesting global developments, but no one knows what for sure. Sometimes life throws us a curveball – [...]
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free time, you first have to overcome some [...]
America has an aging population, and many of our most successful individuals are middle-aged or older. Yet, there seems to be evidence of widespread ageism. Sometimes it can be seen in a seemingly benign birthday card depicting age as something to laugh at or feel bad about, but other times it takes the form of [...]
If you’ve saved a substantial amount in a tax-deferred retirement account, it will no doubt be instrumental in retirement. The next step is to strategize how you’ll use those savings. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your [...]
Do you plan on taking a vacation this summer? After forgoing travel for over a year, many people are planning trips this summer. If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to be on vacation – a [...]
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can hurt retirees who are living off their savings, especially when we have near-zero interest rates. We already see bigger Social [...]
Do you think your retirement will look exactly like your parent's retirement? The answer is probably "no," and hopefully, it's "it will look even better." Retirement is changing, and it's important to think about what you want in retirement and how you'll afford it. Here are four retirement lifestyle predictions. More People Will Be “Pulled” [...]
In retirement, you have to transition from saving to spending. You've worked hard to amass wealth, and now you must protect it from market downturns and make it last for the rest of your life. We have seen record highs in the stock market recently, but the state of the market at the time of [...]
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