Weekend Reading: Planning for Retirement Assets in Your Estate Plan
As part of our Retire With Purpose planning framework, we believe tax efficiency should act as a common thread throughout your investments, and that includes within your estate plan. Some assets make more sense to utilize in retirement, while others are better passed down to a beneficiary or charity.
Weekend Reading: Is Buying Cryptocurrency Investing or Gambling? Here's How to Tell the Difference
A gray area exists between gambling and investing, and quite often, that is where cryptocurrency can be found.
Weekend Reading: Quantifying the Risk-Return Tradeoff of Investing
Investing doesn’t come with a clear-cut price tag. It can often be difficult to quantify the money you pay, which can also cause you to overstate or underestimate the appropriate risk level for your financial goals and needs.
Weekend Reading: Stable Retirement Income Is a Process, Not One and Done
One of the biggest concerns of today’s retirees is running out of money. You’re living longer, which means building an income plan that can stand the test of time should happen earlier in the planning process, ideally 10 to 15 years before you intend to retire.
Weekend Reading: The No-Retirement Retirement: An Alternative to the Normal Path
Society’s preconceived notion that retirement means sitting on your porch, drinking lemonade, and twiddling your thumbs is beyond outdated.
Weekend Reading: Why Today's Retirees Need to Pursue Tax-Minimization Strategies
Here’s a retirement reality check: Tax increases will affect you more today than they did for retirees in years past.
Weekend Reading: If Inflation is Coming, Here is What to Do About It
here are two sides to the inflation headlines circulating today’s news. The Federal Reserve believes this is temporary, while others claim we’re on the verge of a major shift in history.
Weekend Reading: Underdogs and Retirement
In the world of sports, it’s human nature for us to cheer on the underdog athlete. But what about the retirement underdog?
Weekend Reading: 5 Questions to Ask Before Deciding to Retire Early
A record number of Americans are retiring. Should you follow suit?
Weekend Reading: Biden Unveils a $6 Trillion Spending Plan
There’s a new budget proposal in town, and amongst a myriad of initiatives, such as infrastructure and education, it also includes additional tax increases on corporations and the wealthy.
Weekend Reading: Can You Retire With a Nest Egg That's Too Big?
We so often hear stories of not having saved enough for retirement, but what about the other end of the spectrum?
Weekend Reading: Why Delayed Social Security Claiming is More Valuable Than Ever
If you’ve accumulated enough savings to support your lifestyle in retirement, the formula for delaying Social Security will work in your favor, no matter which way you slice the pie.