Sep 20, 2023 | Investing, Retirement Planning, Saving Money
Weekly Update – 9/20/23 The concept of wellness is used often, generally when referring to a balanced and fulfilling life overall. But what does it mean when someone refers to their financial wellness? Financial wellness encompasses all aspects of an individual’s...
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 28, 2023 | Insurance, Investing, Saving Money
Weekly Update – 6/28/23 Whether you’ve learned about annuities before or it’s your first time hearing about them, it’s important to first understand the basic concept and one of its simplest forms. In general, an annuity is a financial product that provides a steady...
Jun 21, 2023 | Retirement Planning, Saving Money, Taxes
Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it’s essential to determine whether they’re the right fit for you and your financial goals. Here are some ways to know if annuities are right for...
