Sep 20, 2023 | Finances, Retirement Planning, Taxes
With autumn around the corner, it’s prime time to reassess your finances alongside your financial advisor. To make the most of this opportunity, consider posing these eight essential questions during your fall financial review. Can you summarize my current...
Jul 13, 2023 | Finances, Investing, Retirement Planning, Saving Money, Social Security
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Spousal IRA: Consider establishing a spousal...
Jul 13, 2023 | Finances, Investing, Retirement Planning, Saving Money
Weekly Update – 7/12/23 A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are...
Jul 5, 2023 | Finances, Retirement Planning, Saving Money
Weekly Update – 7/5/23 A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about transitioning into retirement....
Jun 15, 2023 | Finances, Insurance, Investing, Long-term Care, Retirement Planning
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Create a budget for retirement: Before you...
May 26, 2023 | Finances, Retirement Planning
When it comes time to reassess the target allocation of your investment portfolio, you might be wondering where to even start. Follow these basic tips to guide you through the process. 1. What Does “Rebalancing” Mean? Based on your tolerance for risk, your...
