How 2023 Will Affect Your 2024
There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy. U.S. News and World Report article, 7 Things Retirees Should Be Thankful for…
Should You Work Till You’re 70?
More and more, the targeted retirement age for many people is 70, for numerous reasons. A U.S. Newsand World Report article,Why You Should Plan to Work Until Age 70, has…
Tips for Transferring Your Wealth
A September 2023 Kiplinger article, Three Ways Parents Can Transfer Wealth to Help Their Kids, has some interesting insights into how you can transfer your assets in ways that may…
How To Get Out Of Debt
A U.S. News and World Report article, 16 Things to Do When You’re Deep in Debt, offers some potentially useful information, including concrete steps that may help you wipe out…
Signs That You’re Ready to Retire
Deciding when the time is right to retire can be difficult, but thankfully there are some commonbenchmarks and indicators that can help you determine that yes, you’re finally ready for…
A beginner’s guide to inflation
A June 2023 Forbes article, The Price is Right: U.S. Inflation Hits Two-Year Low in May a combination of higher interest rates, easing supply chain challenges, and more restrictive credit…
Don’t underestimate these retirement expenses
As you head toward retirement and your excitement grows, don’t forget to consider your likely retirement expenses. An AARP article, 10 Biggest Expenses in Retirement has some interesting information about…
What to Include in Your Retirement Budget
As you prepare for retirement, there are a number of things you can consider when making a budget. A U.S. News and World Report article, 10 Costs to Include in…
5 Things You Need to Know About Finances When Turning 65
Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But 65 is still an important…
How to Reduce Taxes on Retirement Savings
With an appropriate strategy, you may be able to reduce taxes on your retirement savings. Although financial services professionals don’t give tax or legal advice, a U.S. News and World…