Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes...

There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit when you get closer to and enter retirement, and the world of investing is constantly changing. There’s a lot to know...

Russia’s invasion of Ukraine could have major economic consequences around the world, including here in America.  After a tumultuous two years during the pandemic, the global economy faces new threats as a result of this conflict – spiking energy prices and inflation,...

In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1]A few dollars might not seem like much, but that’s a 1,116% increase. Now that we’re seeing high inflation, the buying power of your money – including your retirement savings...

While we saw record highs in the market in 2021, there’s no telling what could happen in 2022 or beyond. There are reasons we could see a market correction, and now is the time to ask yourself if you’re prepared for one. It can be hard to chart a course for retirement...

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex...

Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a$92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security...

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly...

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the...