by Becca Mack | Jun 5, 2023 | Blog, Retirement Planning
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 setting themselves up to transition into retirement....
by Becca Mack | Jun 1, 2023 | Blog, Healthcare & Medicare
Healthcare insurance is a crucial aspect of managing one’s health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind:...
by Becca Mack | May 25, 2023 | Blog, investing
ETFs and index funds are two popular investment vehicles that provide investors with exposure to a diversified portfolio of securities. While both investment options closely track a particular market index, they differ in several key ways. One significant difference...
by Becca Mack | May 16, 2023 | Blog, Financial Planning, Retirement Income
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old.[1] This is called a required...
by Becca Mack | May 8, 2023 | Blog, Estate Planning, Retirement Income, Retirement Planning
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the...
by Becca Mack | May 2, 2023 | Blog, Financial Planning
With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really? Where is my money? First, let’s talk about how...