Financial Planning

Is there such a thing as keeping too close of a watch on your portfolio? Perhaps, especially if you find yourself checking on investments daily, or even multiple times a day.

When it comes to clearing out those files in your cabinet, knowing what should be kept on hand and what can be shredded isn’t always clear-cut. To add to the confusion, some documents need to remain in physical copy form, while others can be scanned and kept in digital copy form.

It’s human nature to have ingrained, psychological biases, but part of being a good investor involves acknowledging that bias.

If you’re having trouble grappling with the thought of spending your lifelong savings in retirement, you’re not alone. It might have something to do with the amount of focus we often put on saving, while spending (the decumulation phase) takes the back seat.

Do you have a Health Savings Account (HSA)? If so, you’re probably aware from a high level how this savings vehicle works in the way of tax efficiency, but more saving opportunities await beneath the surface that you might want to consider.

This article opens with one steadfast rule when it comes to money: “If expectations grow faster than income, you’ll never be happy with your money.”

Should your future living arrangements be included in your full retirement plan? Past Retire With Purpose podcast guest, Steve Parrish, seems to think so.

One of the biggest concerns of today’s retirees is running out of money. You’re living longer, which means building an income plan that can stand the test of time should happen earlier in the planning process, ideally 10 to 15 years before you intend to retire.

Here’s a retirement reality check: Tax increases will affect you more today than they did for retirees in years past.

In the world of sports, it’s human nature for us to cheer on the underdog athlete. But what about the retirement underdog?

A record number of Americans are retiring. Should you follow suit?

There’s a new budget proposal in town, and amongst a myriad of initiatives, such as infrastructure and education, it also includes additional tax increases on corporations and the wealthy.