Weekend Reading: Understanding the Infrastructure Bills
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.
Weekend Reading: New Tax Rule #1: Say Good-Bye to Tax Deferral
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.
Weekend Reading: 10 Ways to Stop Comparing Yourself to Others & Love Who You Are
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.
Weekend Reading: Inflation vs. Stock Market Returns
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.
Weekend Reading: Congress Has a New Plan to Fix Social Security – How It Would Change Benefits
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.
Weekend Reading: Retiring in Uncertain Times? Try the Bucket Strategy!
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.
Weekend Reading: I Failed at Retirement. How to Avoid My Mistakes
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.
Weekend Reading: The Good News for Upcoming Retirees
Today’s retirees may be unable to match the portfolio-withdrawal rates of those before them, but their amount in assets appears much larger.
Weekend Reading: 6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement
Retirement could be the biggest transition you make in life, not to mention the most expensive. At Howard Bailey, we don’t take this lightly, which is why we developed a process.
Weekend Reading: The Power of Health Savings Accounts for Retirement Planning
Do you have a Health Savings Account (HSA)? If so, it’s time to ensure you’re truly maximizing its benefits for retirement.
Weekend Reading: 14 Things That Are "Free" with Medicare
As you find yourself in the midst of Medicare’s open enrollment period, it’s an ideal time to evaluate where you can optimize your health care benefits.
Weekend Reading: For Happiness in Retirement, Forget About Your Kids and the Fancy Car, Advisors Say
What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.