Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.
Estate Strategies of the Rich and Famous
Famous people are all too human
The equity markets started off strong in the third quarter driven by the optimism that the Federal Reserve had orchestrated a soft landing for the economy, and the era of policy tightening will soon be over. The major market indexes reached year-to-date highs in July, however, a mixture of negative news, and most importantly, the […]
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation
Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
August is Make a Will Month
a time dedicated to strategizing for the future
U.S. equities ended the first half of 2023 higher with most of the gains made in the last month of the second quarter. The S&P 500 Index ended the quarter at a 14-month high and most major market indexes also posted solid gains, led by the tech-heavy NASDAQ, which saw its best half of the […]
Your Changing Definition of Risk in Retirement
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive”
Inflation & Your Money
If the current annual inflation rate is 7.9 percent, why do my bills seem like they’re 10 percent higher than last year?
Just a friendly reminder
Check beneficiary designations
New Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year
Taking Charge of Your Financial Life
When you are putting together a household, it isn’t unusual to delegate responsibilities
IRA Deadlines Are Approaching
Financially, many of us associate the spring with taxes
The first quarter of 2023 faced a rapidly changing economic and political landscape. Following 2022, which was an unusual year when both equity and fixed income investments declined by double digits, there was a clear hope for some break from the negative news cycle. In January, the S&P 500 and NASDAQ indexes rallied by 6% […]
With inflation reaching a four decades’ high and the war in the center of Europe sparking selloffs across all the markets, both the S&P 500 and Barclays U.S. Aggregate Bond Indexes fell over -10% for the first time in history. For most of the year, any rare sparks of hope were few and far between […]
Why do so many people choose them over traditional IRAs?
The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages.
But when will the cryptocurrency bubble burst?
Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was valued at only $3,603.1
Yes, you read that correctly – the price of bitcoin jumped nearly 500% in three months.
Have you been affected? If so, how can you try to protect yourself?
On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population.
If you’re going to say “I do,” here are some things you might want to do.
Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list.
