Financial foundations

 

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 some intriguing...

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 get...

Timing Your Social Security Benefits

Timing Your Social Security Benefits

Deciding when to start your Social Security benefits is a big decision that impacts your financial comfort in retirement. You might have heard that waiting longer to take Social Security increases your monthly check, but that's not the best move for everyone. Let's...

Addressing the National Debt

Addressing the National Debt

Understanding the implications of the United States' soaring national debt is important, not just for policymakers but for everyone planning for retirement. Financial experts project we may only have about 20 years to address this issue before it spirals out of...

Retirement Resilience

Retirement Resilience

Navigating the challenges of market volatility and evolving tax landscapes is crucial for a strong retirement foundation. As you transition from active employment to your golden years, understanding how to adapt to these changes becomes critical for maintaining the...

Get More from Your Retirement Plan

Get More from Your Retirement Plan

As we navigate today's economic environment, it becomes increasingly important to take active control of your retirement savings and investments, including IRAs, 401(k)s, and other similar plans. With traditional pensions less common today, these personal retirement...

Stretching Your Retirement Savings

Stretching Your Retirement Savings

People are living longer than every before, and that's why ensuring your retirement funds last longer is more important than ever. An increased lifespan requires a significant reevaluation of retirement strategies to ensure they're not only solid but adaptable enough...

Helping Your Parents Financially

Helping Your Parents Financially

As our parents age, managing their finances might become tougher for them. It's not the cheeriest subject, but with careful planning, we can make it easier for everyone. Here's how to get ready to assist your parents with their finances when needed: Start the Money...

The Final Stretch: A Pre-Retirement Checklist

The Final Stretch: A Pre-Retirement Checklist

The last five years before you retire are critical. You've got big questions on your mind: Will your savings last throughout the rest of your lifetime? Is there a backup plan for unexpected events? How long will you live, and are you prepared for that? What's going on...

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