5 Things to Consider about Cognitive Decline and Retirement
No one wants to admit when getting older starts affecting them. It can a sore subject that hurts an individual’s sense of pride and confidence in their ability to care for themselves. Think about how many stories you’ve heard of adult children having to have a talk...
Top 3 Reasons You Should Stay Invested During These Volatile Markets
Investing is one of those endeavors that requires a lot of trust—trust in the long-term return potential of the markets, trust in yourself if you are a DIY investor, or trust in your financial advisor if they manage your investments. Trust is easy to come by in a bull...
How to Test Run Your Retirement Plan (for Greater Success and Fulfillment Later in Life)
Sometimes long vacations can seem like a test run for retirement. Long walks on the beach. Endless rounds of golf. All the umbrella drinks you want. But there’s more to retirement than just all the cliches of tropical relaxation. You are going to have plenty of...
How to Take Advantage of the Inflation Reduction Act
Have you considered switching to a more energy-efficient vehicle or perhaps adding solar panels to your home? How about a new water heater? With inflation on the rise, you may have been holding off on some of these larger purchases, but the government incentives...
Reinventing Yourself in Retirement
Typically, when you start thinking about or talking about retirement, the main topic of conversation is about money. But the whole idea of retirement is to get to enjoy the rest of your years however you want! Before and during your working years, you likely...
What is Step-Up Basis? And What Does It Mean to You?
Do you imagine leaving a significant amount of wealth to your heirs? What about receiving a large inheritance? If either of these circumstances is in your future, you’ll want to understand the step-up in basis and how it could affect what you’re leaving as your legacy...
5 Tips to Stay Calm During a Market Downturn
Is the economy slowing down? How will rising interest rates impact my finances? Is a recession around the corner? Scroll through any newsfeed and you’ll hear these unsettling questions. And while the headlines can be alarming, we remind our clients of the benefits of...
How Market Cycles Can Impact Retirement
Markets go up. Markets go down. But no one can predict when, how, why, or for how long. Ups and downs are par for the investing course, but market cycles can have a greater impact on those nearing or in retirement than those in their accumulation years. That’s because...
Is the 60/40 Portfolio Allocation too Risky Now?
For over seven decades, the 60/40 portfolio allocation has been the stalwart strategy of retirement planners with a high degree of success until recently. More recently, the tried and true portfolio mix has come under pressure, mounting uncharacteristic losses that...
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