How Do I Know When It’s Time to Retire
Wondering when it’s an appropriate time to retire? Let’s look at some of the common indicators that you may be ready to leave work for good. An Investopedia article, 6…
How your retirement may be taxed
Worried about taxes during retirement? Let’s look at some of the ways different types of retirement income are taxed. Traditional 401(k)s and IRAs On the front end, these tax-deferred accounts…
Do You Know Your Financial Time Horizon?
The horizon can tell us quite a bit about what’s coming. On a warm summer night, you can look out at the horizon to see if a storm is brewing…
Making Sense of the Fed’s Rate Increase
Though many financial experts had long been expecting it, when the news broke on May 4 that the Fed was raising the interest rate by a half point, it still…
401(k) Mistakes You Have to Avoid
401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…
The Four Phases of Retirement
While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances…
Weekly Market Update – 5/16/22
All data is for the week ended May 13, 2022. Stocks The equities markets were again marked by increased volatility and sharp declines last week. The benchmark S&P 500 was…
Weekly Market Update – 5/9/22
All data is for the week ended May 6, 2022. Stocks In a very volatile week, the broad US stock market (S&P 500) declined slightly, by 0.18%. The Russell 2000…
Weekly Market Update – 5/2/22
All data is for the week ended April 29, 2022 Stocks US equities were down sharply last week, with the benchmark S&P 500 dropping 3.26%, the Russell 2000 declining…
Weekly Market Update – 4/25/22
All data is for the week ended April 22, 2022 Stocks Equities were down across all the major indices, with the S&P 500 declining 2.74%, the Russell 2000 dropping 3.20%…