Bitcoin: The Good, the Bad, and the Ugly

Bitcoin: The Good, the Bad, and the Ugly

With Bitcoin’s volatile journey and the recent approval of Bitcoin ETFs (Exchange-Traded Funds) by the Securities and Exchange Commission (SEC), it’s time to explore if and how Bitcoin could fit into your retirement portfolio. The Good: Opportunities in the Crypto...
Retirement Planning in a Rising Tax Era

Retirement Planning in a Rising Tax Era

As we look ahead, rising taxes seem almost inevitable, given factors like increasing government debt, an aging population, and growing healthcare costs. Such changes could significantly impact your retirement savings. Understanding and preparing for these potential...
Revamping Retirement: Modern 401(k) Innovations

Revamping Retirement: Modern 401(k) Innovations

Recent innovations in 401(k) plans that introduce pension-like benefits mark a significant evolution in retirement planning. These changes are designed to offer retirees more security by providing consistent, predictable income streams—similar to traditional pensions....
Happy Older Americans Month!

Happy Older Americans Month!

Or as we like to say, a salute to our Active Retirees! This May, we’re not just recognizing age – we’re celebrating the energy, passion, and ongoing contributions of those who are young at heart. Exploring the Impact of Older Americans: Let’s dive into...
Retirement Savings Reality Check

Retirement Savings Reality Check

Thinking about retirement savings often brings a mix of excitement and anxiety. Everyone has an idea of how much they might need, but reality often tells a different story. Let’s unpack what people think they need versus what they actually save, and how you can...