Weekend Reading: What Clients Worry About
While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.
Weekend Reading: Roth vs. Traditional IRAs: The Tax Trade-Off Isn’t Always What You Think
The tax advantages of a Roth IRA versus a traditional IRA may seem black and white, but there is more to consider before choosing one over the other.
Weekend Reading: Cash is Not Trash
Like many, you may find having cash on hand provides a sense of security and freedom. Beyond this, however, cash is also having a moment.
Weekend Reading: 3 Tax-Smart Charitable Giving Strategies You Can Use Any Time of Year
You often hear of charitable giving as an end-of-year tax planning move; however, this isn’t always the ideal time from a tax perspective for you, nor does it most effectively serve the organization(s) you support.
Weekend Reading: Would You Trade Places with Warren Buffett?
Which would you choose: To be 20 years old with $0 – Or, to be Warren Buffett’s age (92) with $100 billion? Many align on the first option, and the reasoning for this ties into our shifting views of time, money and health as we age.
Weekend Reading: Are We Headed for a Recession or Not?
You’ve seen talk of an impending recession for months, but there’s still no clear answer of how today’s unique economic climate will pan out.
Weekend Reading: Myths That Won't Die
You’re certainly aware of the complexities that come along with navigating Social Security benefits. However, with conflicting information at your fingertips online, here are some Social Security myths to apprise yourself of as well.
Weekend Reading: Do Stocks Always Outperform Bonds?
I’m a longtime fan of Professor Jeremy Siegel and his book, Stocks for the Long Run, but new research from a retired professor named Edward McQuarrie extends Siegel’s analysis of stocks versus bonds performance; finding that the two may be closer in returns than originally thought.
Weekend Reading: Helpful in Theory
You’ve heard of the most popular investment concepts and maybe feel more keen toward one over another in your retirement planning process. However, all come along with pros and cons you should be aware of.
Weekend Reading: Four Ways Indexed Universal Life Insurance Can Present Powerful Savings
If you’re looking for an alternate route to grow savings in the midst of investment volatility, indexed universal life insurance (IUL) is a powerful option.
Weekend Reading: What Does it Look Like to be Financially Healthy?
You know the components of being physically healthy, but what about when it comes to your finances?
Weekend Reading: Lifestyles of the Rich & Famous
You could be the wealthiest person in the world and still feel unhappy. Money and success aren’t at the root of happiness, but these tools can be leveraged to enhance your purpose and elevate the meaning you experience in life.