Weekend Reading: 7 Social Security Mistakes to Avoid
Your optimal Social Security claiming strategy doesn’t need to be complicated, but it does involve making sense of complicated rules and regulations.
Weekend Reading: How to Lower Your Tax Bill Next Year
A forward-looking tax strategy requires being proactive. To minimize your tax bill next year, you’ll want to consider employing tax efficient strategies for the remainder of 2023.
Weekend Reading: 19 Rules For A Better Life (From Marcus Aurelius)
Here, you’ll find guiding principles that lend to living a fulfilling and meaningful life developed from Roman Emperor and Stoic philosopher, Marcus Aurelius.
Weekend Reading: Similarities Between Roth IRAs And Non-Dividend Paying Stocks
Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.
Weekend Reading: Cover the Average Case, Look Out for the Extreme Case
You shouldn’t let the possibility of something happening dictate all of your financial decisions. Look at your own unique financial situation and leverage a comprehensive framework so you can ignore the news headlines and enjoy the here and now.
Weekend Reading: Four Historical Patterns in the Markets for Investors to Know
It’s important to note that past performance cannot predict the future. However, historical information can help you set reasonable market expectations.
Weekend Reading: This Number Predicts Your Quality of Life in Retirement
Your income and cholesterol level are important numbers that lend to living a long, happy retirement. However, another number that can impact your longevity is your zip code.
Weekend Reading: You Can Have What You REALLY Want
Ask yourself: What do you really want out of life? If you don’t know – Or you think you know, but you’re unsure, it’s time to gain clarity on your Purpose.
Weekend Reading: Would You Rather Outperform During Bull Markets or Bear Markets?
You could be the brightest stock-picker in the land, but outperforming the market would still be incredibly difficult.
Weekend Reading: Five Tax Planning Strategies to Use All Year to Lower Taxes
You have the ability to gain more tax control over your hard-earned dollars, despite the many complexities of today’s tax rules. All you need is a forward-focused tax roadmap to help you get there.
Weekend Reading: Confessions of an Indexed Annuity Purist
If you are focused more on outperforming in bear markets than bull markets, fixed indexed annuities might be the answer, especially given this interest rate environment.
Weekend Reading: Don't Forget to Plan for Long-Term Care
The confident, comfortable retirement you deserve includes having a plan for the unexpected.