Financial Articles

Are you training for the long-haul? With today’s longevity, your retirement could span 30-plus years, and how you leverage this gift of time can ultimately affect your overall happiness and fulfillment.

You need a strategic, customized plan to get yourself to retirement, but you also need a plan for what lies beyond.

Why do you get up in the morning? It might be one thing in particular, or a multitude of things. Whichever the case, that is your purpose, and it’s essential to your health, happiness and overall wellbeing.

To Roth or not to Roth? This might be a question you’ve asked yourself before, and upon comparing a Roth IRA to a traditional IRA, what makes the most sense for your hard-earned dollars often comes down to taxes.

Deciding when to claim your Social Security benefits can have a large impact on your retirement income, and many individuals aren’t making the most of it. In fact, only about four percent of retirees are making the optimal Social Security claiming decision, which results in a loss of about $2.1 trillion in wealth.

As past podcast guest, David McKnight, says, “The tax train is coming,” and we should all be ready. Experts believe tax rates will increase with each passing year, and on top of that, President Biden has proposed bills that would raise both corporate taxes and the long-term capital gains rate tax for anyone making more than $1 million per year.

Hopefully your estate plan includes the basic estate documents and beneficiaries, but here’s a look at why you might want to go deeper and be more descriptive with your wishes before your passing.

Many retirees wonder if their lifelong savings will last the long-run, and you might be one of them. Feeling confident in the stability of your retirement plan includes honing in on your income, and this article highlights two questions to ask yourself while doing so.

Here’s a shocker for many pre-retirees: Medicare isn’t free. Not only that, but it can often come along with unexpected costs.

I’m an avid goal-setter in many areas of my life. Needless to say, that includes my investments. They have a purpose, they’re led by a strategy but I also need to gauge if they’re on track with where I need them to go, and I’m able to do this through intentional goal-setting.

A question our team often faces is, “When should I retire?” And for couples, a follow-up inquiry can also include whether or not that answer should differ from your spouse.

Here’s a unique way to view your investment options, and it’s a strategy Warren Buffett and his right-hand man, Charlie Munger, utilize as well.