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Our Blog2024-10-03T18:29:19+00:00

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Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”

In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving, but it's equally important to maintain a focus on long-term financial security rather than reacting to short-term market fluctuations. Regardless, the [...]

October 21st, 2024|Economy, Stock Market|

A Recent History of Federal Reserve Policy

The past quarter century has held times of economic prosperity and crisis in this country. Because your retirement hinges on your financial options and decisions, the economic health of certain parts of the financial world can dictate if and how you struggle, survive, or thrive in retirement. As such, it's arguable that no other institution has as much of a [...]

October 14th, 2024|Federal Reserve, History|

The Role of Life Insurance in Estate Planning

Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family and friends. Understanding how to integrate both into a comprehensive plan is key. This guide will help you get started with life insurance [...]

October 7th, 2024|Estate Planning, Insurance|

Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze

As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges when it comes to preparing for retirement. Nearly half of Gen Xers, a staggering 48%, say they won't have enough money to enjoy [...]

August 19th, 2024|Retirement Planning|

Covering New Tax Proposals From the “Project 2025” Agenda

Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the conservative think tank outlines profound changes that could fundamentally alter the federal government, including the tax system. Here's what you need to know about Project 2025 and its potential impact on taxes. What is Project [...]

August 12th, 2024|Government, Taxes & Tax Planning|

3 Important Concepts to Understand for Your Retirement

Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts and terms. To enhance your retirement planning strategy, it's essential to acquaint yourself with some key terms. Here are three important concepts that you should be aware of: RMD (Required Minimum Distribution) RMD refers to [...]

August 5th, 2024|Financial Planning, Retirement Planning|

Tax Strategies: How to Lower Your Tax Bill in Retirement

Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to complement this is tax planning. Effective tax planning before and during retirement can enhance the longevity of your retirement savings by lowering your tax bill. Here are six tax-reducing strategies to consider now. Retirement account [...]

July 29th, 2024|Tax Strategies, Taxes & Tax Planning|

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