Are There Four Stages of Retirement?
Everyone talks a lot about how to prepare for retirement financially. But what about how to adjust your mindset in retirement and manage expectations? You might not be happy every single day in retirement, but that doesn't mean your retirement won't be happy. Transitioning [...]
Chasing the Clouds Away – September 8th, 2021
Equity markets were mixed this week as hiring data disappointed analysts. Nonfarm payrolls came in well below expectations, registering only 235K new hires against the expected 720K. Unemployment rates managed to meet expectations, coming in at 5.2%. Encouragingly, PMI data came in positive, with [...]
Three Eroding Forces on Your Retirement Savings
Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons [...]
3 Priceless Pieces of Retirement Wisdom
You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time [...]
August Winds Down – August 30th, 2021
Equity markets were positive this week as the Jackson Hole symposium drew to a close. Fed Chair Powell’s contribution was encouraging to markets, as he reiterated further the Fed position that inflation will be largely transitory. On the negative side, consumer sentiment continues to [...]
Plan for the Tax Rates of the Future
Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years [...]
How This Generation Will Influence Culture
By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn't know how to handle older American's problems, this will mean some [...]
August 2021 Market Update
In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance. We also discuss the most up to date analysis of our proprietary economic model – Recession Probability Analytics. To watch this [...]
How the Millionaire Next Door Can Approach Retirement Planning
Many of today's retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not [...]
