4 Reasons to Have a 401(k) Strategy

If you’ve saved a substantial amount in a tax-deferred retirement account, it will no doubt be instrumental in retirement. The next step is to strategize how you’ll use those savings. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your [...]

2021-06-14T15:32:05+00:00June 14th, 2021|Retirement Income|

Is Our Government Anticipating Inflation?

The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can hurt retirees who are living off their savings, especially when we have near-zero interest rates. We already see bigger Social [...]

2021-06-07T15:37:38+00:00June 7th, 2021|Economy, Financial Planning, Government|

4 Retirement Lifestyle Predictions

Do you think your retirement will look exactly like your parent's retirement? The answer is probably "no," and hopefully, it's "it will look even better." Retirement is changing, and it's important to think about what you want in retirement and how you'll afford it. Here are four retirement lifestyle predictions. More People Will Be “Pulled” [...]

2021-06-04T05:12:33+00:00June 4th, 2021|Lifestyle, Retirement|

When Will You Transition from Saving to Spending?

In retirement, you have to transition from saving to spending. You've worked hard to amass wealth, and now you must protect it from market downturns and make it last for the rest of your life. We have seen record highs in the stock market recently, but the state of the market at the time of [...]

2021-06-01T00:47:14+00:00June 1st, 2021|Financial Planning|
Go to Top