5 Smart Tips for Long Flights
One of the best ways to spend your retirement years is by traveling. Seeing the world and ticking off destinations from your bucket list can be exciting! But let’s be honest, the flights are miserable. Movement is restricted, and you sit in one position for hours. It’s important to take measures that make getting from […]
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3 Birthdays You Need to Know for Your Retirement Accounts
Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. Know these 3 ages that can help you get the most out of […]
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What Does the Life of a Dollar Bill Look Like?
When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? What has that bill seen? Whose pockets has it been in? What will it see next? Every year, the government prints millions of dollar bills a day. Here’s a quick […]
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5 Unique Risks for the Affluent Investor
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply […]
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The Pros and Cons of Owning a Second Home
Second homes can be places for families to gather, lucrative investments, or a mix. Think about what your long-term goals are and how buying a second home would help you achieve them. Is it a place for your family to gather? A place for you to enjoy a particular natural landscape? Or is it a […]
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3 Questions You May Have About Medicare
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. There are many unexpected costs in retirement, but healthcare is one of the largest spending categories on […]
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A Guide to Retirement Planning for Couples
If you’re married, retirement planning is a team effort. Or at least, it should be. While discussing finances and estate planning can easily fall by the wayside, it’s important to prioritize with your spouse. Whether you both retire around the same time, at different times, or one spouse hasn’t worked outside the home in many […]
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A Financial Advisor Can Prepare You for A Wintery Market
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be […]
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Staying Social in Retirement
For many of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d stop or could be unable to continue doing what they love is painful. It can also be daunting to think […]
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What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a […]
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