Financial Articles

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."

Have you ever considered the benefits of focusing on your "health span” – the period of life spent in good health – over your life span?

When you consider the list of risk factors that can upend your retirement, long-term care expenses should be one of them.

The Final Regulations issued on July 18, 2024, confirmed the annual RMD requirement for Non-Eligible Designated Beneficiaries starting in 2025, with no penalties for missed distributions from 2021–2024.

There are the BIG questions you will ask yourself regarding retirement, such as: When should I retire? Or do I have enough saved? However, there’s more to the puzzle when it comes to planning the fulfilling retirement you deserve.