Be the Financial Compass for Future Generations
Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and...
2 Ways the 2022 Economic Woes Affected Your Retirement Accounts
The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest...
Turning 59.5 This New Year? Here’s What You Need to Know
Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. If you are turning 59.5 this year, you will become eligible to...
Your Legacy is Your Greatest Gift
The desire to leave a legacy has an altruistic quality to it in that it is a gift to the future, the benefit of which you may never witness, nor ever feel the true extent of its appreciation by others. However, creating your legacy does not happen overnight, and it...
2 Reasons 2022 Challenged the 60/40 Portfolio Allocation Strategy
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for...
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