We’re seeing some alarming trends regarding retiree spending these days and this has the potential to derail your ability to sustain your retirement lifestyle.
There’s no time like the New Year to reflect on the past year and set the stage for a brighter 2022. You probably have motivation on your side right now so let’s look at a few areas to kick start your financial year.
While a 5.9% increase sounds pretty impressive, you need to understand the “fine print” – that is, that the conditions that caused this increase are actually a source of some bad news.
Changes in laws can happen at any time and have a dramatic effect on retirement plans. These changes all point to a crucial component of retirement planning – your retirement system is not a once-and-done task.
Our country is facing some critical challenges to keeping Social Security and Medicare solvent. In this week’s article, I’ll outline some solutions being tossed around and what their potential consequences could be to you.
The “Backdoor Roth IRA Contribution” is a workaround that enables “high-income” savers to sidestep the income restrictions and reduce taxable income. So how does it work? Let me share the details with you.
If you don’t take time to truly understand financial concepts that affect your retirement, you could be making a mistake that has great consequences. One common misconception is a misunderstanding of fixed and fixed-indexed annuities.
There’s little difference between Democrats and Republicans in their belief that retirement security is a problem for the country. Reaching a secure retirement isn’t a left or right political consideration, it’s something we’re all reaching for.
This week with our time together, I dig a bit deeper into Bitcoin and some things to consider when thinking about using it to help fund your retirement.
Confidence in social security benefits has waned recently, for good reason. How big of a hit will your social security take? This week I discuss challenges with social security and how to manage your risk.