by Kevin | Nov 7, 2022 | Investing Strategies, Stock Market, Taxes
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the...
by Kevin | Oct 31, 2022 | Financial Planning, Investing Strategies, Retirement Income, Retirement Planning
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is the real key to living the retirement you...
by Kevin | Oct 24, 2022 | Financial Planning, Investing Strategies, Stock Market
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they...
by Kevin | Oct 10, 2022 | Investing Strategies, Stock Market
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to...
by Kevin | Sep 19, 2022 | Investing Strategies, Stock Market
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down...
by Kevin | Aug 22, 2022 | Financial Planning, Investing Strategies, Retirement Income, Retirement Planning
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning...
