Current News

Prepare to Live on $33,000 a Year If You Retire With a $1 Million Portfolio

Preparing For a Reduction

A recent article tells us “People retiring in the next few decades should only count on withdrawing 3.3% of their savings a year, down from …

Read More →
Federal Tax Brackets

Adjusting For 2022 Tax Rules

Soon it will be time to file your 2021 taxes. But did you realize that the 2022 tax rules will “differ substantially from 2021”?  Your …

Read More →
Retirement savings

Developing a Retirement Income Strategy

When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it.  …

Read More →
“Retired” definition

Are you Ready to Retire?

If you’re able to easily determine your own retirement date, be thankful that circumstances haven’t led to that date having to change. Also, be aware …

Read More →
FIRE

Financial Independence, Retire Early

Do you know what FIRE is? FIRE, in financial terms, stands for “Financial Independence, Retire Early.” The goal of FIRE is to save or invest …

Read More →
Man looking at computer screen

Will You Have to Retire Early?

“More than a quarter of all workers say COVID has prompted them to move up their retirement date,” finds a survey released in February, by …

Read More →
Financial Literacy

Financial Literacy

Many consumers have little understanding of the long-term problems that poor financial decisions can create. One of the key reasons that many Americans struggle with …

Read More →
Funny fingers holding money

How Much Is Enough?

Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.”  Clearly $0 in retirement …

Read More →
Adapt

How Well Did You Adapt?

We can all agree that the pandemic created many unexpected events in each of our lives, and we’ve all had to figure out how to …

Read More →
Archives
Scroll to Top