WISE WEALTH
The Financial Olympics: Are You Going for the Gold?
The 2024 Summer Olympics are being held for the third time in the beautiful city of Paris! This marks a century since the City of Lights last hosted the games in 1924. This event ignites a passion for peak performance. But are you as dedicated to achieving financial...
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for retirement is...
The Ultimate Downsizing Checklist Before Retiring
By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be...
Annuities: Understanding Your Income Stream Options in Retirement
Retirement planning is a complex but crucial process. Did you know, according to a recent study by the Employee Benefit Research Institute, nearly half of all retirees rely on Social Security as their primary source of income? While Social Security is a valuable...
3 Mistakes to Avoid Before Taking Required Minimum Distributions
Uncle Sam wants your money. He has bills to pay, just like you. And he's been waiting patiently for decades for you to hand over his share of your tax-deferred retirement dollars. He expects some folks to be stubborn about it, so he has an answer. It's called a...
Medicare Will Not Cover All Health Care Costs
There are out-of-pockets, limitations and gaps that Medicare doesn’t cover Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several...