Financial Articles

Growing older doesn’t have to come with a negative connotation. When you embrace a “longevity mindset”, you make conscious decisions to improve your chances of a longer, healthier life.

Is the upcoming November election dominating your media diet? Even if you’re an avid news-follower, as an investor, politics should not heavily influence your strategy.

If you’re a savvy shopper, chances are, you’re willing to endure inconvenience for small savings, such as waiting in line for cheaper gas. However, do you also consider cost-effective strategies for significant financial commitments like retirement planning?

How do you improve your investment behavior when it involves such a complex mix of factors that influence your decisions?

Estate planning might feel like an intimidating task, but it’s crucial to ensure your assets are managed and distributed according to your wishes.

If you’ve ever discussed retirement planning with friends or done a quick Google search for financial strategies on your own, it’s inevitable you’ve been inundated with advice. However, not all of this “advice” is geared toward your unique financial situation.

Inflation can lead to a cycle of rising wages and prices, a situation the Fed aims to avoid.

Should you plan for a Social Security shortfall? If you look at the news, you’ll see exaggerated concerns about the viability of Social Security benefits, often amplified during political campaign seasons such as the one we find ourselves in now.

If you’re unfamiliar with the long-term care world, prices (and premiums) continue to increase, making coverage more challenging for many families.

Tax specialist Ed Slott advises against strictly following the minimum RMD requirements.

Here, past Retire With Purpose Podcast guest David Blanchett explores the benefits of including small-cap equities in your portfolio, especially when leveraged for longer investment horizons.

If you find it challenging to enjoy your wealth, you may be stuck in a phenomenon known as the "retirement consumption puzzle."