by Kevin | Jun 28, 2021 | Estate Planning, Federal Reserve, Taxes
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 Book” outlining some potential tax-increasing measures. There are several...
by Kevin | Jun 21, 2021 | Retirement Planning
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 may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free time,...
by Kevin | Jun 14, 2021 | Retirement Income
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. There are several important things to know about your 401(k), such as how much you...
by Kevin | Jun 7, 2021 | Economy, Financial Planning, government
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 and services. High inflation can hurt retirees who are living off their savings, especially when we...
by Kevin | Jun 4, 2021 | Lifestyle, Retirement
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 important to think about what you want...
