Investors often ease into their saving strategy with small investments into their 401k plans. Later, as their finances allow, they “graduate” into other investment vehicles, such as HSAs, IRAs, and taxable accounts. Then, as their financial lives become...
Although Congress failed to pass President Biden’s economic legislation in 2021 as originally planned, they are still on track to pass an alternate version of the Build Back Better Act in 2022. Still on the table within the legislation are proposed limits on Roth...
In July 2022, Larry Swedroe – Chief Research Officer at Buckingham – published his latest economic brief. He states, “inflation running hotter than markets expect” will be one of the two biggest risks facing our economy. Are you concerned about rising...
When it comes to investing and preparing for retirement, everyone wants to “win” by making smart decisions with their money. In any given moment, what we call a “smart decision” will be what feels like the most sensible thing for us to do based on our circumstances...
Putting The Odds In Your Favor In Part 1 of this 3-part series, I identified the 3 main questions that need to be considered by those planning for their retirement and developing a long-term financial plan: What is most important to you personally and financially?Do...
You Feel The Need To Act You have a feeling that something is about to happen, and you know you need to do something with your money before it does. Either the markets are about to fall, and you want to avoid a painful loss; or the next market upswing is right around...
