Weekend Reading: Owning Individual Bonds vs. Owning a Bond Fund
Today’s investment world has polarizing opinions on a variety of topics, concepts and financial vehicles, and surprisingly, that can include individual bonds versus bond funds. What is the difference between the two?
Weekend Reading: What Taxes Will You Owe on Retirement Income?
While your taxes could be lower in retirement than your working years, the reality is, the more income you have, the more taxes you will owe. The first step to mitigating the amount of dollars that go to Uncle Sam is understanding what income is taxed and how.
Weekend Reading: Don’t Forget to Include This Asset in Your Estate Plan
To cut to the chase, the greatest asset you can leave your heirs is the gift of good health, and a new study shows this is something you might have more control over than originally thought.
Weekend Reading: A Few Charts to Remember Before You Jump to Conclusions
Amidst news headlines warning of a recession, detrimental economic conditions and market volatility, here are a few factual items to keep in mind.
Weekend Reading: 4 Barriers to Break Down for a Successful Retirement
You will inevitably face roadblocks on your way to and through retirement, but identifying what those are is often the first step to overcoming them.
Weekend Reading: 12 Lessons on Money and More from Warren Buffett and Charlie Munger
Looking to elevate your investment efficiency? Start by taking some wisdom from two of the world’s most successful investors, Warren Buffett and his right-hand man, Charlie Munger.
Weekend Reading: Delaying Taxes in Retirement Isn’t Always Best, Award-Winning Paper Shows
Based on a recent paper titled “Seeking Tax Alpha in Retirement Income” by James DiLellio and Andreas Simon, the “common rule” when it comes to retirement account withdrawal strategies needs to be reworked.
Weekend Reading: Exercise Caution with Zero-Premium Medicare Advantage Plans
As the December 7 deadline for Medicare open enrollment quickly approaches, here is a detail to be aware of: Zero-premium Medicare Advantage plans still come with a price tag.
Weekend Reading: You Have “Enough” Money When You Can Afford 2 Needs
One of – if not the biggest – financial priorities you might have is ensuring you have enough money. But what exactly is “Enough”?
Weekend Reading: Why Indexed Universal Life Insurance Might be New 401(k)
In today’s economic climate, finding ways to outpace inflation is key. This is why investors are beginning to leverage indexed universal life insurance (IUL) policies, which are comparable to whole life insurance.
Weekend Reading: Is Investing a Zero-Sum Game?
From a high level, investing might seem like a zero-sum game, like poker, but as much as these two areas share similarities, investing is much more than that.
Weekend Reading: White Couch
Do you have any money regrets? Maybe you made a financial mistake years ago that still continues to bother you. Or, maybe recently you’re second guessing an investment decision or purchase you made.