Weekend Reading: Four Threats to the Distribution Phase of Retirement
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.
Weekend Reading: The ABCs (and D’s) of Medicare Coverage
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.
Weekend Reading: Too Much of a Good Thing – Taking it Too Far
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.
Weekend Reading: Generativity vs. Stagnation in Middle Adulthood
If you want to live a vibrant retirement, embracing generativity – versus stagnation – is key.
Weekend Reading: Compounding
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.
Weekend Reading: Why a Roth Conversion Is a Powerful Estate Planning Tool
If you’re looking to minimize taxes for your beneficiaries down the road, a Roth conversion is worth consideration.
Weekend Reading: Making Us Work
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.
Weekend Reading: The Evolution of Retirement
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.
Weekend Reading: Why Do We Retire?
When you create a life that doesn’t require retirement as an escape from work, that’s when you’ve truly embraced what it means to “Retire With Purpose.”
Weekend Reading: Top 5 Mistakes to Avoid in Retirement Account Planning
When you pass away, the fate of your retirement accounts like a 401(k) or Roth IRA depends on the beneficiaries you designate. This is why matters of your estate hold a place in our Retire With Purpose planning framework.
Weekend Reading: Timeless Wisdom from Legendary Investors
Your investment success isn't reliant on secret formulas or insider knowledge. Instead, sometimes simple principles from legendary investors of the past provide the most evergreen advice.
Weekend Reading: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
What’s going on with the yield curve, and how does it impact you?