Understanding the allure of chasing investment returns Chasing high investment returns can be tempting in investment management and financial planning. …
Understanding the importance of strategic withdrawal planning.
Retirement planning is a critical aspect of financial planning that requires careful consideration and strategic decision-making. When withdrawing funds during …
Strategic Financial Planning in Your 30’s: Essential Steps for Long-Term Success
Understanding the importance of strategic financial planning As you enter your 30’s, you must start thinking about strategic financial planning …
Why Time Matters.
Time is a critical factor when it comes to saving for retirement, yet it is often overlooked or underestimated. Many …
PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH
We may not be able to see into the future, but we should try to prepare for it We don’t …
“MY” MONEY‚—OR “OUR”MONEY?
The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …
Managing a Budget During Your Retirement
Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …
Everything is Better with Bacon
It even makes understanding inflation easier. Let’s face it: talking about bacon is always fun. It can even help illustrate …