3 Important Lessons from The Beverly Hillbillies

3 Important Lessons from The Beverly Hillbillies

Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you’ll make your small fortune last the rest of your life. We can learn three...
Where Could Interest and Tax Rates Be Headed?

Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several...
When Will You Transition from Saving to Spending?

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...
Is Our Government Anticipating Inflation?

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...