Understanding Your Savings Goal – How Much Do You Really Need to Retire?
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. […]
August 2023
July 2023
Defined-Benefit vs. Defined-Contribution Plans
The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to […]
Retirement Tax Strategies to Consider
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces […]
Using Your House to Fund Your Retirement
It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of […]
June 2023
Addressing Retirement for Gen X
A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they […]
May 2023
Target-Date Funds: The Backbone of Many Retirement Accounts
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time […]
What Happens to Inherited Retirement Accounts?
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an […]
April 2023
What if 1 Million Dollars Isn’t Enough to Retire?
If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question […]
Exploring The Difference Between an Investment and an Expense
In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. […]
Navigating Retirement as a High-Net-Worth Individual
For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or […]
