Travelling to brand new locations and experiencing new cultures, customs, landscapes, and delicacies is extremely rewarding, but can be difficult to plan on a retirement income. Here are 5 tips to plan your trip and maximize your budget.
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Retirement is one of the most important life events you will experience, and getting it right takes wise planning. Here are the key aspects to carry out during the five phases of retirement.
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It’s important to keep perspective and maintain your focus on the long-term, especially when in rocky markets. When stock market volatility strikes, we recommend these five strategies to help you maintain smooth sailing.
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Taxpayers who were previously able to lower their tax bills by itemizing may want to consider using a “bunching” strategy, which generally means either accelerating or deferring deductible expenses so that more of these expenses fall in a single tax year rather than in multiple tax years.
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Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. How can you save enough to thoroughly enjoy your retirement without hurting your finances in the meantime? Here are 4 retirement planning mistakes worth avoiding.
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Sticking to your investment policy through normal market corrections is critical. Those who pick an investment policy – and then waffle on it in hopes of avoiding that pain – underperform. It’s as simple as that.
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We’ve rounded up our favorite apps to help calculate budgets, curb overspending and avoid late payments. Save yourself money by putting one of these 5 apps to use in your personal finance.
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Some new economic data is becoming available, which is allowing us to draw some conclusions on actions going forward, once this current market correction has recovered. The following charts will help detail the current market correction update.
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It appears that we may be in for a test of our investor discipline, yet again. I had hoped we would get away with an uneventful autumn, with the markets gently trending sideways or only slightly downward into the midterm election... the market had other ideas.
Read MoreThe 3d Quarter of 2018 was a dream ride for the United States stock market, with the S&P 500 gliding smoothly up 7.7% with hardly any hint of the volatility that marked the first two quarters of this year.
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With the 2017 tax filing season underway finishing up your 2017 tax year, we begin to look at 2018 and how changes in the new Tax Cuts and Jobs Act of 2017 will affect you.
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The important step here is to determine what really matters and what does not – we will refer to irrelevant things as “noise” going forward.
Read MoreHeading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.
Read MoreMany of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.
Read MoreBefore your first visit, most financial professionals will ask you to pull together a lot of paperwork. They'll want to see tax returns, retirement account statements, Social Security benefit statements and so on.
Read MoreHas living in a recreational vehicle been your dream sometimes? It may not be too late. Now that you have retired, you can have location flexibility and time to enjoy nature and enjoy life to the fullest.
Read MoreRead MoreWe are pleased to enclose this article generously contributed by a guest writer - Jackie Waters. For more information about Jackie, please see her bio below.
For years Department of Labor (DOL) regulated the quality of financial advice rendered regarding retirement accounts under The Employee Retirement Income Security Act of 1974 or “ERISA”. What changes could be coming for this rule?
Read MoreIn general, the economic data has not been bad of late – but nothing to get particularly excited about, either, so what holds for 2017?
Read MoreDespite continuing evidence that the US economy is gradually slowing and we are most definitely entering into the later phase of this economic cycle.
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