Financial Articles

Being mindful in the present can be challenging for many of us, especially in the realm of retirement planning.

There’s something to be said about a “glass half-full” mentality, and despite what is currently unknown, we still might be able to foresee a relative direction of where we're going, via the market.

n an effort to help combat surging inflation, you more than likely have heard the Fed’s plan to begin increasing interest rates. Many have differing views on how this will affect the current economic climate as well as market and bond returns, but it doesn’t necessarily signal bad news.

To truly elevate your financial wellbeing or reach a personal level of success you’re in search of, finance guru Ramit Sethi advises becoming clear on your vision.

When it comes to long-term investing, my good friend and author of this article, Joel Johnson, says it best: “… Slow and steady will win the race.”

If one of your major financial concerns relates to spending changes in retirement, you will find encouraging news here; on average, retirees spend less as years pass.

Creating your eulogy while you’re still alive and well does not have to feel dark or depressing. In fact, it can reveal pertinent details regarding how you think or feel about yourself, and provide clear ideas of how you want the rest of your life to look (including retirement).

You put together life plans, business plans and health plans to reach your goals, and the same mindset should apply to your retirement. Without a map (or GPS), how do you ever expect to get to your desired destination?

You should regularly assess the financial goals and vision you share with your spouse. It can be easy over the years to enter default mode, which is one of the many reasons to embrace the fact that marriage is hard work.

With new tax and retirement legislation looming ahead, it’s more important than ever to be proactive when it comes to your tax efficiency.

The latest financial craze, strategy or money influencer can be a helpful jump-off point if you’re looking to elevate your financial situation, but it’s important to bear in mind this advice should be taken with a grain of salt.

Bucket strategies are immensely popular in the realm of retirement planning strategies, but as with any financial approach, they have their naysayers too.