Practical Tips for Starting Your Retirement Off on the Right Foot
Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that you are going to retire. [...]
Be Part of the 4% When it Comes to Social Security
According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things to consider when choosing how to [...]
3 Important Lessons from The Beverly Hillbillies
Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you’ll make your small fortune [...]
Where Could Interest and Tax Rates Be Headed?
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 [...]
4 Major Retirement Challenges to Overcome
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, [...]
4 Reasons to Have a 401(k) Strategy
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 [...]
Is Our Government Anticipating Inflation?
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 [...]
4 Retirement Lifestyle Predictions
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 [...]