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Financial Planning
Weekend Reading: Can You Retire With a Nest Egg That's Too Big?
We so often hear stories of not having saved enough for retirement, but what about the other end of the spectrum?
Weekend Reading: Why Delayed Social Security Claiming is More Valuable Than Ever
If you’ve accumulated enough savings to support your lifestyle in retirement, the formula for delaying Social Security will work in your favor, no matter which way you slice the pie.
Weekend Reading: Why FOMO Can Be Hazardous to Your Retirement Plan
You’ve seen the news headlines and social media posts; Bitcoin is the new hot investment, then Dogecoin and you can’t forget the GameStop debacle. Worth the craze? Chances are, you’ve wondered, and you might have felt a little FOMO (Fear of Missing Out) from sitting on the sidelines, too.
Weekend Reading: A Chill Fed, Cool Inflation, and a Long List of Reasons Not to Worry (So Far)
Inflation fears are igniting the financial world, but the Federal Reserve isn’t breaking a sweat.
Weekend Reading: The Dimensions of Wealth: Influencing Your Financial Path
The unique qualities and characteristics you possess are what make you, you. They trickle down into every aspect of your life, and that should include your retirement plan too.
Weekend Reading: Sleeping with Cash
There’s a reason why Liquidity is one of the four main pillars of our proprietary planning process. Oftentimes, I find the happiest retirees have the largest cash balances, not the biggest brokerage accounts.
Weekend Reading: Could SECURE Act 2.0 Fix the Retirement Crisis?
What could SECURE Act 2.0 mean for your retirement strategy?
Weekend Reading: When Should You Retire?
The decisions you make surrounding when and how to retire can affect the rest of your life.
Weekend Reading: You Need a Little W.H.A.A.M. in Your Retirement Planning
Planning your retirement feels like a big deal because it is. There's a lot of financial information out there to sift through too.
Weekend Reading: Retirement, Redundancy, Rejection: The Extreme Emotionality of Endings
The emotions that can run through your mind and body upon stepping into retirement are far beyond anything you might have anticipated.
Weekend Reading: 5 Easy Ways to Protect Your Retirement Savings from Taxes
Taxation on retirement accounts is complicated enough, but when you add in ever-changing legislation rules, you might be left wondering how to protect your portfolio from Uncle Sam.
Weekend Reading: Retirement: How Much Cash Should You Hold?
How much cash do you need to have readily available to sleep well at night? The answer is different for everyone, as well as the strategies available to maintain that liquidity.