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 [...]
June 2023
May 2023
Healthcare in Retirement: The Basics
Healthcare insurance is a crucial aspect of managing one's health and finances. Understanding its basics can help individuals make informed decisions to help [...]
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 [...]
How Long Can I Keep My Money in My Retirement Account?
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your [...]
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 [...]
How Safe is Your Money in the Bank Today?
With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know [...]
April 2023
Tax Tips for Married Couples
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file [...]
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 [...]
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, [...]
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 [...]
