Financial Articles

Primarily, the tax affects those with higher incomes, including anyone still working or receiving substantial retirement income.

In the vast cosmic dance of the universe, everything in your life, from people to objects, is naturally drawn toward the center of the Milky Way galaxy.

You may have had incredible success in investing in the market throughout your saving years, but retirement is different and past performance is no guarantee of future success.

The happiness you experience in retirement spans far beyond money, your dream vacation home or your hobby. It lies within the connections you have with others. Are you prepared?

Your average return matters, but more than that, how you average matters.

To truly identify your investment mistakes (and hopefully prevent some along the way), you must first determine what a “mistake” means to you.

f you haven’t yet, you’ll see it in the news headlines soon; Tales of tumultuous future market performance based on which presidential candidate wins the 2024 election. But how serious can you take these forecasts, really?

Contrary to the ageist connotation that often comes along with the word “old”, growing older doesn’t mean your life becomes dull.

You likely hold a variety of things near and dear to your heart, but if you had to choose one focus – one priority – what would it be?

Your attitude toward aging plays a larger role in how well you age than you might realize. As poet Samuel Ullman says, “youth” is a state of mind rather than a mere number of years.

The long-standing assumption of a consistent six-plus percent annualized return for U.S. equities, as supported by historical data, is being challenged.

You want to minimize the money you owe Uncle Sam, and Net Unrealized Appreciation (NUA) is just one of many strategies that can help you do so.