Longevity Lessons from a 91-Year-Old
Growing older doesn’t have to come with a negative connotation. When you embrace a “longevity mindset”, you make conscious decisions to improve your chances of a longer, healthier life.
Politics and Your Portfolio
Is the upcoming November election dominating your media diet? Even if you’re an avid news-follower, as an investor, politics should not heavily influence your strategy.
Beyond the 4% Rule: Exploring Annuities for Retirement Income Security
If you’re a savvy shopper, chances are, you’re willing to endure inconvenience for small savings, such as waiting in line for cheaper gas. However, do you also consider cost-effective strategies for significant financial commitments like retirement planning?
Stop Paying Attention
How do you improve your investment behavior when it involves such a complex mix of factors that influence your decisions?
How to Tackle Estate-Planning Basics in 7 Steps
Estate planning might feel like an intimidating task, but it’s crucial to ensure your assets are managed and distributed according to your wishes.
6 Retirement Financial Myths to Avoid
If you’ve ever discussed retirement planning with friends or done a quick Google search for financial strategies on your own, it’s inevitable you’ve been inundated with advice. However, not all of this “advice” is geared toward your unique financial situation.
Down with Inflation
Inflation can lead to a cycle of rising wages and prices, a situation the Fed aims to avoid.
Social Security Is Going Broke! (Just Like the Zombie Apocalypse Is Coming)
Should you plan for a Social Security shortfall? If you look at the news, you’ll see exaggerated concerns about the viability of Social Security benefits, often amplified during political campaign seasons such as the one we find ourselves in now.
A New Way to Pay for Long-Term Care Insurance
If you’re unfamiliar with the long-term care world, prices (and premiums) continue to increase, making coverage more challenging for many families.
Best Advice? Ignore the 10-Year RMD Rule
Tax specialist Ed Slott advises against strictly following the minimum RMD requirements.
Small Cap Stocks for the Long Run
Here, past Retire With Purpose Podcast guest David Blanchett explores the benefits of including small-cap equities in your portfolio, especially when leveraged for longer investment horizons.
The Psychology of Retirement Income: From Saving to Spending
If you find it challenging to enjoy your wealth, you may be stuck in a phenomenon known as the "retirement consumption puzzle."