How to Reduce Taxes in Retirement: Key Strategies
Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.
$36 Trillion National Debt! | Should You Worry?
The national debt is upwards of $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists.
Special Update: The Election is Over, So What Comes Next? [VIDEO]
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate.
Why Are Interest Rates Rising Amid Fed Cuts?
An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.
Trump vs. Harris: Financial Planning
Perhaps the most complex area when it comes to the outcome of the election is tax policy – specifically “The Tax Cuts and Jobs Act.”
How Retirees Can Navigate Cost of Living Challenges
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
2024 Gold Rally
Along with the uncertainty of the past few years, it’s no wonder that we’re seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.
The Impact of Tax Proposals and the Election
With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.
Should I Change My Medicare Coverage During 2024 Open Enrollment?
This year’s Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?
How Often Should I Update My Estate Plan?
Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you’re gone.
The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]
Here’s a quick video analysis of the Fed’s rate cut decision and how it may affect you. Nothing fancy, just the facts.
Dollar-Cost Averaging vs. Lump Sum Investing: What’s Right for You?
In this video, we’ll be comparing and contrasting two of the most common strategies for investing cash: Dollar-Cost Averaging vs. Lump Sum Investing.
Do You Know Your 401(k) Options?
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.
Investing for Retirement Amid Market Uncertainty
Investors need an understanding of the retirement landscape and how they can take action to grow and protect their retirement savings.
Social Security is Changing Online Access
This is just a quick note to let you know the Social Security Administration (SSA) is changing the way you access your online accounts.
