Blog


Oct

16

2024
Planning for the Long Haul: How Longevity and Health Shape Your Retirement Strategy

Planning for the Long Haul: How Longevity and Health Shape Your Retirement Strategy

When planning for retirement, most people focus on saving enough money to cover their expenses after leaving the workforce. However, one crucial factor that often gets overlooked is longevity. We are living longer, and while a longer life offers the potential for more experiences, it also increases the time your retirement savings need to last. As longevity continues to increase, the way you manage your...

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Oct

02

2024
5 Moves To Make Now If You Plan to Retire in 2025

5 Moves To Make Now If You Plan to Retire in 2025

Retirement is a significant milestone, especially if you’re just a year away from reaching your financial freedom. While the excitement of no longer working can feel liberating, it also comes with financial responsibilities that require careful planning. With 2025 on the horizon, there are key financial steps you can take now to help with the transition into this new chapter of life. Reassess Your Retirement...

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Sep

25

2024
4 Common 401(k) Rollover Mistakes

4 Common 401(k) Rollover Mistakes

Deciding what to do with your 401(k) when changing jobs or retiring is an important step in managing your retirement savings. Rolling your 401(k) to an IRA is a popular option for many investors. In fact, according to data from the IRS, in 202o, about 5.7 million people rolled a total of $618 billion to IRAs. However, this process can come with potential pitfalls that...

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Sep

18

2024
Riding the Rate Cut Rollercoaster: How the Stock Market Reacts and What Investors Should Do Now

Riding the Rate Cut Rollercoaster: How the Stock Market Reacts and What Investors Should Do Now

In the wake of the Federal Reserve lowering interest rates, the stock market’s behavior has been an area of intense focus for investors. Historically, rate cuts have had varying impacts on the market depending on the macroeconomic environment, inflation pressures, and market sentiment at the time. Here’s what the data tells us about stock market performance after the Fed slashes interest rates — and what...

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Sep

15

2024
What You Need to Know About Applying for Medicare

What You Need to Know About Applying for Medicare

Turning 65 is a major milestone, both personally and financially. One of the most important changes at this age is becoming eligible for Medicare, the federal health insurance program designed to cover most of your healthcare needs. Understanding how Medicare works is essential for making the right decisions and avoiding costly mistakes. Here are five things you should know as you approach 65 and prepare...

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Sep

11

2024
September is Self-Improvement Month: 4 Ways to Better Your Finances

September is Self-Improvement Month: 4 Ways to Better Your Finances

As the leaves begin to change and a crispness fills the air, September ushers in not just a new season but also an opportunity for personal growth. Recognized by many as Self-Improvement Month, it’s the perfect time to take a step back and evaluate areas in your life that could use a boost—your finances included. Improving your financial health doesn’t have to be daunting. Here...

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Aug

28

2024
5 Steps Investors Should Take After a Data Breach to Protect Their Identity

5 Steps Investors Should Take After a Data Breach to Protect Their Identity

In today’s digital age, data breaches are becoming an increasingly common threat. As investors, protecting your financial information and personal identity is paramount. According to a report by the Identity Theft Resource Center (ITRC), the number of data breach victims surpassed 1 billion in the first half of 2024 – a 409% increase from the same time period last year! These breaches can lead to...

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Aug

23

2024
Retirement Income: Why Personalization Is Key

Retirement Income: Why Personalization Is Key

When planning for retirement, many people turn to the so-called “rules of thumb” as a guide for how much income they’ll need. One of the most common rules is that you should aim to replace 70% to 80% of your pre-retirement income. While this rule can provide a quick estimate, relying on it too heavily can lead to a retirement plan that doesn’t align with...

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Aug

09

2024
6 Strategies to Strengthen Your Finances

6 Strategies to Strengthen Your Finances

Whether you’re concerned about a potential recession or simply looking to build a stronger financial foundation, there are several key strategies you can implement to improve your financial health. Here are six practical steps to take control of your finances, reduce stress, and position yourself for financial independence. 1. Build an Emergency Fund An emergency fund is your financial safety net. It provides a cushion...

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