How Much of Your Retirement Income Do You Want to Be Responsible For?
Planning for retirement is one of the most significant financial responsibilities you’ll face in your lifetime. The choices you make today can greatly influence your
Planning for retirement is one of the most significant financial responsibilities you’ll face in your lifetime. The choices you make today can greatly influence your
Many are familiar with the 3 big tax perks of an HSA: Contributions to a Health Savings Account provide an income tax deduction. Investments within
How often do you communicate with your money? Is it always over the phone or do you text sometimes? Do you initiate the conversation or
Giving to charity is a wonderful way to support causes you care about while also reaping some tax benefits. Maximizing tax deductions when donating to
In our current culture, it’s easy to get caught up in the desire for more. As our incomes increase, so do our aspirations for a
Markets crash all the time. You should, at minimum, expect stocks to fall at least 10% once a year, 20% once every few years, 30%
How High-Income Earners Can Supercharge Their Retirement Savings “I’m maxing out my 401(k) every year.” This is something I hear often from high-income earners that
Have you ever looked at your investment portfolio and wondered if it still aligns with your financial goals? If you haven’t, it might be time
In the world of investing, there’s a common misconception that investing at all-time highs is a risky move, likely to result in poor performance. However,
Withdrawing money from your 401(k) early can be a difficult decision, but sometimes it is necessary. Whether it’s due to an unexpected financial emergency, medical
One of my favorite financial authors, Morgan Housel, coined the phrase “Save live a pessimist, invest like an optimist.” In the realm of financial planning,
Medicare Part B, an essential component of healthcare for seniors and certain younger individuals with disabilities, is often misunderstood in terms of its cost structure.