Posts about
Market Commentary (11)
Is Early Retirement Still An Option?
November 1, 2022
In the wake of the COVID-19 pandemic, many Americans are rethinking their financial priorities. Some have decided to cut their working years short..
What Does a Housing Market “Correction” Look Like?
October 25, 2022
The Federal Reserve recently announced another interest rate hike, with Chairman Jerome Powell noting that housing prices rose at an “unsustainably..
Receiving a Large Inheritance? Read This.
October 18, 2022
In some ways, receiving a large inheritance can be similar to winning the lottery. Both events mean a significant windfall that can dramatically..
For Older Adults, Healthcare Costs Are a Major Expense
October 11, 2022
Retirement saving is a foundational part of any well-crafted financial plan. Ideally, retirement savers will set aside enough money to fully enjoy..
5 Expert Tips to Stop Panicking About Your 401(k)
October 4, 2022
With inflation still hovering around 9%, prices for goods continuing to rise, and an ongoing bear market, many people are worried about their..
Things to Consider When Retirement Is Just Around the Corner
September 27, 2022
Most retirement savers think of their retirement plan as having two halves: “saving” and “spending.” But there is another pivotal milestone on your..
You Might Not Be As Scam-Proof As You Think
September 20, 2022
Most of us think about cybercrime and fraud attempts as someone else’s problem. Cybercriminals prefer “easy marks” (the elderly or people with..
Major Wealth Transfers Just Got a Lot Easier
September 13, 2022
Under 2022 IRS limits, individuals can give up to $12.06 million tax-free to their children or other nonspousal beneficiaries during their lifetime..
The Market Is Rallying—But Investors Shouldn’t Celebrate Yet
September 6, 2022
The S&P 500 has been steadily climbing over the past few weeks, and some investors have taken that as a sign that the bear market is coming to an..
“Complex” and “Complicated” are Different—and Financial Planning is Both
September 1, 2022
We often use the terms “complex” and “complicated” interchangeably, but there are some important nuances separating the two. Think about wiring a..
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