Achieving Financial Peace of Mind: Key Tasks for Your Year-End Financial Planning
As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a secure and prosperous future. Year-end financial planning is more than just crunching numbers; it’s about achieving peace of mind by organizing your finances, setting goals, and making strategic decisions. In this article, […]
Assessing Your Investment Strategy: A Comprehensive Review for the Year Ahead
In the realm of finance, investing is both an art and a science. It can also be a key aspect to securing a prosperous financial future. However, you can’t just “set and forget” your portfolio. Much like an architect reviewing blueprints before construction begins, assessing your investment strategy is an essential step toward building financial […]
Intentional Giving: Unlocking the Power of Your Charitable Donations for Maximum Impact
In a world brimming with opportunities for philanthropy, making charitable donations is a powerful way to create positive change and leave a lasting impact on the causes you care about. However, the impact of your charitable giving can be significantly enhanced when approached with intentionality. Intentional charitable giving goes beyond the act of writing a […]
Abundance Mindset: Fostering Gratitude for Greater Financial Success
The human mind is incredibly powerful – are you fully utilizing yours in support of your financial goals and dreams? If you’d like to cultivate a stronger money mindset, this article is for you. Specifically, we’ll talk about shifting to an abundance mindset, centered on gratitude, which can be a powerful tool to achieve greater […]
Inflation May Finally Be Slowing Down!
Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this.[1] In 2022 the price of eggs went up by 59.9% due to an outbreak […]
Retirement Tax Strategies to Consider
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes and retirement, here are some possible options: Consider a Roth IRA […]
Struggling to Save? You Might Not Be Alone
The current rate of monthly savings across America is currently at 4.6%. This means that most Americans are saving about 4.6% of their monthly income. This number is unusual as the average amount is almost double that number at 8%. Also, in June, this number dipped to a 15-year low of 2.7%.[1] Economists are noting […]
The National Debt Ceiling and How it Could Affect You
What is the National Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. The United […]
Creating and Maintaining Generational Wealth in Retirement
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help […]
Understand the Fees of Retirement Planning
Retirement planning is a crucial process that requires careful consideration of various factors, including investment options, risk tolerance, and fees. Fees are an essential aspect of retirement planning, as they can impact the overall value of retirement savings. They can also be the cost of providing much needed guidance to your retirement strategy. Therefore, it […]
