Weekend Reading: Is Financial Planning As Good As Couples Therapy?
When you make aligning on money a priority with your partner, you’ll be surprised to find the positivity it brings to many other facets of your relationship, including one of the biggest areas: Communication.
Weekend Reading: Rule #1 of Building Wealth: Play Defense with Your Money
A defense-first mentality is what often sets NBA Championship teams apart from the rest. For you, this same mindset can be applied to wealth-building.
Weekend Reading: Profiting from Losses
You have tax strategies at your disposal to implement year-round. The first step is understanding what’s in your tool box, and the second is knowing the rules.
Weekend Reading: Why Do We Keep Making the Same Investment Mistakes?
As an investor, you learn from painful investment periods in the near-term, but over the long-term, behavior doesn’t typically change.
Weekend Reading: Where Do Millionaires Keep Their Money? [It’s Not Where You Think]
Like many, you might be curious about how millionaires, trillionaires and even billionaires approach money management. Understanding how they protect and grow their assets may just help you elevate your financial wellbeing too.
Weekend Reading: Beware of Social Security Agents Bearing Lump-Sum Offers
If you’re waiting to claim Social Security until age 70 and reap maximum benefits, it’s important to know the lump-sum option that could be offered to you beforehand.
Weekend Reading: Is Hybrid Long-Term Care Insurance Right for You?
Your future is unpredictable, and that’s the primary reason our team speaks with the families we work with about the importance of considering long-term care (LTC) insurance.
Weekend Reading: Redefining the Retirement Income Goal
Your income plan might be the most vital part of your retirement plan. However, when it comes to spending, the majority of financial planning tools don’t capture the reality of how flexible your income needs could be (if needed) as you move through retirement.
Weekend Reading: Nine Retirement Myths
Your unique financial circumstances should ultimately determine the retirement guidance you follow. However, when you do consume retirement advice from the media or elsewhere, there are also several myths to be aware of.
Weekend Reading: Considering a Roth IRA Conversion? 6 Reasons It Makes Sense
Your future tax rate versus your current tax rate isn’t the only consideration for you to make when evaluating a Roth conversion.
Weekend Reading: Your Money and Your Life
Your natural money mindset might be to accumulate as much money as possible, but tales of even the wealthiest individuals tell us wealth isn’t the end all, be all.
Weekend Reading: 10 Estate Planning Documents You Need
What’s one way you can help care for loved ones when you’re no longer around? Eliminate uncertainty around your estate, possessions and end-of-life care with a thoroughly-crafted estate plan.