Weekend Reading: What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
If you have yet to put an effective tax plan in place, the clock is ticking! Now is the time to leverage strategies to control future tax liability, while maintaining liquidity throughout your retirement.
Weekend Reading: How Returns Happen
You may have noticed “Bull Market” sneaking into news headlines as of late, and that’s because over the past month, markets saw a significant increase in expected returns within a short period of time.
Weekend Reading: Help Clients Get What They Need, and Want, in Retirement
Figuring out how much money you need for retirement can feel daunting. Here, past podcast guest David Blanchett explores a study conducted by The Alliance for Lifetime Income, which reveals changing attitudes and behaviors toward retirement security.
Weekend Reading: False Proxies That Deceive Your Finances
The problem with “proxies” (financial-related in particular) is that false ones can lead to misleading or inaccurate results.
Weekend Reading: Here’s The Full Story on Owning Annuities In IRAs
Your decision to buy an annuity through an IRA or a taxable account should ultimately depend on your unique financial circumstances and goals. Either way, it’s crucial you consider the pros and cons first.
Weekend Reading: How Investing Personality Types Frame Your Money Perspective
Have you ever pinpointed your Myers Briggs personality type? It can be insightful to better understand who you are, but when it comes to your investing mindset, here’s another framework worth checking out.
Weekend Reading: Ask Before Quitting
Whether you refer to it as being “Job Optional”, your “Second Act” or something else, retirement is a complete life shift, and should be planned for as such.
Weekend Reading: Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)
If you’re like many successful investors or the “millionaire next door”, you’re hardwired to save instead of spend. Reframing your mindset won’t be automatic, but learning to embrace spending your money on what matters most to you is priceless.
Weekend Reading: Time to Decide
Navigating the complex world of Medicare can feel daunting, but taking the time to choose the best plan for you is crucial.
Weekend Reading: Retirement Planning with Life Insurance
Although life insurance products are primarily associated with death benefits, certain cash-value life insurance products like indexed universal life insurance (IUL)s can provide tax-free income during retirement.
Weekend Reading: What If You Run Out of Life?
Life is fleeting in nature. Instead of asking, “What if I run out of money?” Mr. 1500 (the author) believes you should instead wonder, “What if I run out of life?”
Weekend Reading: Why Down & Sideways Markets are Bullish
While there are no guarantees, data shows down and sideways markets can be one of the best times to stay invested or make further investments.