Financial Planning

A worldwide pandemic instigated the beginning of a new economic climate after four decades of falling inflation and interest rates. Now, making smarter financial decisions includes following several revised rules for success.

You will inevitably face roadblocks on your way to and through retirement, but identifying what those are is often the first step to overcoming them.

Looking to elevate your investment efficiency? Start by taking some wisdom from two of the world’s most successful investors, Warren Buffett and his right-hand man, Charlie Munger.

As you invest more money, does your investment strategy need to be more complicated? Not exactly.

“I don’t know” is an unfulfilling response when you are searching for more certainty in an economy that is (most certainly) uncertain. However, making predictions in the investment environment today is either difficult or impossible.

The greatest issue with investing your emergency fund comes down to risk. If you’re willing to part with money in your emergency fund and know you will still sleep at night, that money doesn’t belong there.

Financial self-help advice is everywhere, but when it comes to sorting fact from fiction, how do you truly know what is sound guidance?

Many might believe the top regrets of today’s retirees include not saving enough or beginning to save earlier; However, while these are certainly valid qualms, our team finds - much like the author of this article - that the biggest mistakes go deeper.

According to ongoing research at Harvard Medical School that began in 1938, there are seven factors (or big investment decisions) within your control that can help lend to living a life as full as possible in your later years.

The reality is, unexpected events will happen; however, preparing for them as much as possible ahead of time is where true financial confidence lies.

We’re all in the midst of a longevity revolution, but in order to make the most of a potential 100-year life, it’s important to prioritize quality over length.

Whether at or near retirement, there is a solid chance you’ve recently experienced some form of financial concern amidst surging inflation, geopolitical events and general uncertainty of where this economic climate might go next.