How to Get Started with Environmental, Social and Governance (ESG) Investing
As of 2022, there were $8.4 trillion in sustainable investing assets. Investors from all walks of life leverage sustainable investments as part of their wealth management plan. If you’re someone whose life decisions are often driven by how your choices impact the...
How Long Will $1M Last in Retirement?
Back in the day, $1 million dollars used to sound like enough to retire on. In fact, over time, this number became a popularized ideal in mainstream culture as the target number to hit. While targeting $1 million to retire comfortably might sound like enough for some...
Does the SECURE 2.0 Act Make 529s More Attractive?
Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement...
How to Recover from A Bad Sequence of Returns Early in Retirement
Retirement is supposed to be a time of relaxation and enjoyment, but sometimes things don't go as planned. One of the biggest challenges retirees face is the unpredictability of the stock market. A bad sequence of returns early in retirement can be devastating and...
Historic Fed Rate Hikes (Again): Where Do We Go from Here?
At its March 2nd Federal Open Market Committee (FOMC), the Federal Reserve board voted to raise short-term rates another 25 basis points—the second such increase this year. It was the ninth rate hike since March 22, 2022, in an all-out effort to tame rising inflation,...
Why You Should Rethink Using Your Retirement Savings for Anything OTHER Than Retirement OR Should You Use Your Retirement Savings to Pay for College, Fund a Down Payment, Start a Business, or…Anything Else???
As the years go by and your paychecks keep coming in, you diligently save for retirement, even benefiting from your employer's match. Every now and then, you check your account statement, and that growing nest egg sure looks impressive! So, when it's time to...
How to Pay Fewer Taxes on Retirement Account Withdrawals
Where there is income, there will be tax. So, it’s no surprise that building a successful retirement income plan will have a lot to do with how much tax you will pay on your account withdrawals. In all honesty, planning for the “money-out” phase of retirement...
Top # Medicare Planning Mistakes and How to Avoid Them: A Guide for High-Net-Worth Clients
Linda had always been the picture of health. She ate well, exercised regularly, and never had any major health issues. So when she retired at the age of 65, she didn't think much about long-term care. After all, why would she need it? For the first few years of...
How to Make a Last-Minute IRA Contribution for the 2022 Tax Year
It's a new year, and the book has closed on 2022. But, those still looking for a way to reduce their 2022 tax bill and accelerate their retirement savings have a planning opportunity available, which is to make an individual retirement account (IRA) contribution...
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