Feeling behind on your retirement savings? Discover six actionable steps to catch up and secure your financial future. From understanding your savings target and paying off debt to investing wisely and seeking professional help, this guide offers practical tips to build your nest egg and achieve retirement success. Start planning today for a stress-free tomorrow!
Election Day is right around the corner, and people are buzzing with excitement and worry. For some, it’s a time of hope, while for others, it brings concern about what’s next. Many investors wonder: Will this election impact my investments? Today, we're diving into that topic and discussing whether Election Day really matters to your financial future.
Today, we're diving into a topic that might seem a bit different from what we've discussed before. We've talked about the importance of managing your cash flow and being careful not to overspend during retirement, but today we're shifting gears. We're going to discuss the risk of not spending enough in retirement. This may seem like the opposite of what we've talked about before, but as with everything, balance and moderation are key.
Today, we're diving into a topic that doesn’t always get the attention it deserves—how to plan for a retirement that could last up to 30 years. Many people dream of retiring early, but one big risk people often forget to consider is outliving their savings. What happens if you live longer than expected and run out of money? Let’s talk about how to avoid that scary situation.
Welcome to the second part of our seven-part series on the keys to retirement success! Last time, we discussed the importance of cash flow in retirement. Today, we’re diving into a crucial aspect of planning for retirement: managing income taxes. Taxes are a fact of life, but with the right strategy, you can reduce their impact on your retirement savings. Let’s break down how you can plan effectively to manage taxes and keep more of your hard-earned money.
We all face a difficult reality in our lives. At some point, either you or your spouse will pass away. This event creates an emotional wave. In addition, those feelings can be complicated by financial issues. Today we are going to talk about 5 things you need to consider when your spouse dies
When it comes to investing, emotions can be our worst enemy. Feelings of fear and greed can override rational thought and lead to poor choices. Make enough of those, and it can have a significant impact on your real-life return. As we head into the second half of the year, it’s time to hit the pause button on the noise and reflect on what really matters when it comes to stocks.
Catch the replay of our live show from July 3rd. We discuss: Stocks and bonds year-to-date, the impact of the Magnificent 7, market valuations, the importance of longer-term holdings, Expectations for a correction, and what we see going forward.