How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a...
If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also...
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules...
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more...
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial...
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for...
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax retirement incomes...
