As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed on U.S. companies [...]
529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These modifications have expanded the versatility of 529 plans, making [...]
When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their own unique features, advantages, and drawbacks. In this [...]
The Federal Reserve recently announced their decision to lower interest rates, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to your retirement finances if you rely on interest-earning accounts like money market [...]
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious [...]
Recently Alphabet, the parent company of Google, announced that it would be paying out dividends for the first time in the company’s history.[1] As such, you may wonder if you should adjust some of your portfolio and [...]
As you look forward to enjoying the fruits of your labor in retirement, you probably want to ensure that the money and assets you’ve built up over the years are safeguarded. One aspect of retirement planning that [...]
Warren Buffet, one of the world's wealthiest individuals and a renowned investor, has shared valuable insights into retirement planning. His strategies have resonated with many seeking to secure their financial future. Let's delve into Warren Buffet's retirement [...]
When planning for retirement, the common advice is that you should adopt a less risky investment approach as you get closer to retiring. Is this always the best advice? Could there be circumstances where it is beneficial [...]
Risk tolerance is a commonly used term in the investment world, but its meaning and its implications, particularly for retirement, are often misunderstood. Essentially, risk tolerance refers to your comfort level with the prospect of losing money [...]
