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...
May 24, 2023 | Finances, Retirement Planning
Weekly Update – 5/24/23 Come springtime, you might be thinking about doing some spring cleaning, whether it’s cleaning out your garage, throwing out old items, or rearranging your furniture. However, it’s important not to forget to do some spring cleaning on your...
May 18, 2023 | Economy, Finances
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen changes in how the market behaves and may consider re-adjusting how we approach retirement strategizing. 1) Government Spending and Bailouts In recent...
May 17, 2023 | Economy, Finances, Investing
Weekly Update – 5/17/23 You may have noticed that the economy after the pandemic has been volatile. And while there has been talk of a possible recession for a few years, we have yet to enter a traditional recession. A recession is defined as a consistent, widespread...
May 10, 2023 | Finances, Investing, Saving Money
Weekly Update – 5/10/23 One investment and income strategy that can be useful when it comes to setting yourself up for retirement is one involving dividends. Dividends are regular payouts to shareholders based on the profits of the company. If you own some stock in a...
