June 2021
Where Could Interest and Tax Rates Be Headed?
Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green [...]
4 Major Retirement Challenges to Overcome
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you [...]
4 Reasons to Have a 401(k) Strategy
If you’ve saved a substantial amount in a tax-deferred retirement account, it will no doubt be instrumental in retirement. The next step is to strategize how you’ll use those savings. [...]
Is Our Government Anticipating Inflation?
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods [...]
4 Retirement Lifestyle Predictions
Do you think your retirement will look exactly like your parent's retirement? The answer is probably "no," and hopefully, it's "it will look even better." Retirement is changing, and it's [...]
When Will You Transition from Saving to Spending?
In retirement, you have to transition from saving to spending. You've worked hard to amass wealth, and now you must protect it from market downturns and make it last for [...]