Financial Articles

With interest rates creeping up over the past 18 months, what impact does that create for bonds in your portfolio?

Your retirement should be a purposeful and fulfilling phase of life, not one to be feared. By taking on an intentional approach to your retirement strategy, you’re more likely to build a Job Optional life and to gain the financial confidence you deserve.

Comparison is the thief of joy, and as you grow older, continually doing so in various facets of your life can lead you to lose sight of what matters most.

Your ideal Social Security filing strategy will depend on a variety of factors, including time horizon and discount rate used in calculations. However, to help you simplify your decision, two primary methods that can be leveraged.

You may find – like many of the families we meet with – that the distribution phase of retirement is often the most challenging. However, it can be greatly simplified by focusing on a handful of key risks.

If you’re enrolling in Medicare this year or are looking to switch plans, make note that the open enrollment period for 2023 runs from October 15 to December 7. Further, it’s vital to understand the various parts and plans associated with Medicare.

You won’t create a meaningful life by sacrificing happiness, experiences and relationships for the sake of one more dollar. The key to fulfillment is to find the sweet spot between extremes; somewhere in the middle of financial security and living in the present.

If you want to live a vibrant retirement, embracing generativity – versus stagnation – is key.

If you’re looking for success when it comes to investing, fitness, relationships or really any area of life, quick fixes often aren’t the answer. Patience and consistent effort over a period of time are two key components, as they give way to the power of compounding.

If you’re looking to minimize taxes for your beneficiaries down the road, a Roth conversion is worth consideration.

What is your financial personality, and how does it mesh with your spouse or partner? According to author Marjorie Kondrack, there are four common money personalities, some of which can counteract one another and result in ongoing financial conflicts.

You have one shot at retirement planning and a plethora of resources at your fingertips today to create the ultimate Job Optional life. This is your opportunity to create a future that’s bigger than your past.