by Becca Mack | Nov 28, 2022 | Blog, Financial Planning, investing, Retirement Income, Retirement Planning
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...
by Becca Mack | Nov 15, 2022 | Blog, Retirement Income, Retirement Planning
You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but your financial routine does too. In your...
by Becca Mack | Oct 31, 2022 | Blog, Financial Planning, investing, Retirement Income, Retirement Planning
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...
by Becca Mack | Aug 22, 2022 | Blog, Financial Planning, investing, Retirement Income, Retirement Planning
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning...
by Becca Mack | Aug 8, 2022 | Blog, Financial Planning, Retirement Income, Retirement Planning
Last year, you may not have worried about market downturns or cost-of-living increases, but with market volatility and inflation threatening retirement plans this year, it’s important to make sure you know your options when it comes to protecting your wealth, earning...
by Becca Mack | Aug 1, 2022 | Blog, Economy, Retirement Income, Stock Market
During bear markets, we must ask different questions about our money and our assets. It is no longer about which stocks will double over the next twelve months. Instead, it will likely be about how to preserve your portfolio value by investing in stable equities with...