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Beyond the Rollercoaster: Considerations for Retirement in a Volatile Market

Planning for unexpected events is a normal part of life. But when you get to retirement, market conditions can have a lasting impact on the long-term value of your nest egg. That's why it's important to prepare for what you can't control by securing alternative...

Why Do Some People Hold Onto Cash Instead of Investing?

According to a survey from 2023, only 8% of millionaires would characterize themselves as wealthy these days (1). This surprising statistic suggests that financial security is about more than just the amount of money you have in the bank. One factor that could be...

Don’t Just Survive, Thrive: Financial Security in Uncertain Times

Did you know that a recent study by Payroll.org found that 78% of Americans live paycheck to paycheck? (1) Feeling financially secure can seem like a distant dream, especially with the ever-changing economic landscape. But what if you could not only survive but thrive...
Myth or Fact: Medicare Will Cover All Health Care Costs

Myth or Fact: Medicare Will Cover All Health Care Costs

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 misconceptions surrounding Medicare, one of the most pervasive being that it will...

Understanding the Retirement Bucket Strategy

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...

Five Keys to Authentic Retirement Happiness

Five Keys to Authentic Retirement Happiness

The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...

Planning to Bridge the Retirement Savings Gap

Planning to Bridge the Retirement Savings Gap

New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...

Retirement Planning: A Map to Changes in 2024

Retirement Planning: A Map to Changes in 2024

Navigating these demands an adaptable approach to financial planning As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other...