3 Factors to Know for Rising Interest Rate Conditions
The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in...
The Value of Opening a Roth IRA at the End of the Year
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), optimize your withdrawal timing, or take advantage of catch-up contributions, your IRA strategy may be one of the...
Thinking About Retirement? The Basics of Financial Literacy Are Your North Star
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. With no external income coming in, there will be a new rulebook on how to manage your retirement earnings,...
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is the real key to living the retirement you...Ep 98: Navigating Market Volatility (Part 2)
The Combination and Key Points: We have Keith Lockwood back for part 2 of this series. In case you missed the last episode, Keith has over 15 years of experience in investment management, portfolio construction, individual retirement planning, and more. Our last talk...
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