Weekend Reading: Use Strategic Thinking to Create the Life You Want
Can the factors that lend to large corporation success also lead you to live a fulfilling life?
Weekend Reading: What Dave Ramsey and Suze Orman Can (and Cannot) Accomplish
As you look for ways to elevate your financial success, make note that while you can find value from public “experts”, take this information with a grain of salt.
Weekend Reading: An Annuity Instead?
You want a retirement income strategy that will last your lifetime, but what’s the best method of achieving that?
Weekend Reading: 5 Things You Need to Know Before You Retire
You spend decades saving for retirement. Isn’t it worth your time and effort to plan for how you will fill that retirement with your most purposeful, happiest years?
Weekend Reading: What Comes After a Good Year in the Stock Market?
The stock market experienced significant gains last year, but you might wonder, will that continue into 2024? Despite concerns that positive trends cannot last, historical data reveals good years in the market can in fact come in clusters.
Weekend Reading: Will 2024 Be an Up Year for the Stock Market?
The positive momentum from the market’s performance last year appears to be spilling into 2024 as of now, and investment guru Nick Maggiulli believes it might continue to stick around.
Weekend Reading: What’s Changing for Retirement in 2024?
While you aren’t faced with many major changes for 2024, tax shifts are on the horizon for 2026 as the Tax Cuts and Jobs Act (TCJA) is set to expire. Don’t let these low tax years pass you by without intentional tax planning.
Weekend Reading: Will Medicare Really Run Out of Money in 2031? What Experts Say About its Long-Term Stability
You might have seen news headlines stating that the Medicare system is facing challenges, with predictions of the trust fund for Part A running out of money by 2031.
Weekend Reading: It’s Okay to Suck When You Try Something New
Have you ever abandoned a hobby or interest due to the fear of not excelling immediately? While it can be tempting to do so – especially for perfectionists – it’s important to remember that initial failure is a normal part of acquiring new skills.
Weekend Reading: Is Tax-Loss Harvesting Worthwhile?
Tax-loss harvesting is an incredibly powerful wealth-building tool when used properly, but it must be done intentionally.
Weekend Reading: When Can You Buy “Something Nice” Guilt-Free?
Knowing when you’ve reached “enough” is key to spending guilt-free, but it requires intentional planning to gain the confidence you deserve.
Weekend Reading: Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide
If you are at all charitable-minded, you should leverage the variety of options available to maximize your tax deductions, allowing you to be even more generous with your wealth.