Financial Articles

A New Year is upon us, but before 2021 comes to a close, there are some ways to set yourself up for financial success into 2022 and beyond, especially in the realm of tax planning.

Despite the recent victory and passing of the $1.2 trillion infrastructure package, Biden still has a larger issue at stake: Inflation.

Can money buy happiness? Research says maybe – if you spend it on others.

If you had a crystal ball, retirement planning would be much less complicated. Unfortunately, no such thing exists, but there is one thing you can do, which is stress test your portfolio.

The just-passed $1.2 trillion Infrastructure Bill is awaiting Biden’s signature early next week. As it moves forward to be signed into law, the fate of the $1.75-plus trillion Build Better Act is now of focus.

One of the most widely-known financial rules-of-thumb is to defer taxes, but what continues to become more evident is that doing so could likely cost you more in the future.

Have you ever heard the saying, “Comparison is the thief of joy”? While doing so might be easier than ever with the amount of technology we have at our fingertips, it can quickly cause you to feel unsuccessful, inadequate and as if you’re not reaching your highest potential.

Prices on everything from gas to groceries are on the rise, so if you’re feeling unsettled about how this could impact Wall Street as well, take a moment to view the data.

If you haven’t heard, Social Security trustees now state benefits will deplete to 78 percent in 2033 if no action is taken. As a result, Democrats are attempting to find a fix that both parties can agree on.

You need your nest egg to last the rest of your life, and one way to help make that happen is via an approach called the “bucket strategy”. Here, your savings are divided into three areas – or buckets – and this article explains the purpose of each one.

The author of this article highlights five fails he experienced in retirement that have less to do with money, and more to do with your purpose, intention and overall emotional readiness for stepping into your second act.

Today’s retirees may be unable to match the portfolio-withdrawal rates of those before them, but their amount in assets appears much larger.