Posts about
Market Commentary (13)
How Long Does A Bear Market Last?
June 21, 2022
Recently, markets have briefly crossed the bear market threshold as the S&P 500 has tumbled nearly 20% from its recent high. Given that the market is..
Worried About Your Retirement Income? Focus On The Math
June 14, 2022
Market volatility can be stressful, and doubly so when you’ve already reached retirement. At that stage, your income largely depends on market..
Some Say The 4% Rule Is On Its Last Legs. Is It?
June 7, 2022
For decades, the “4% Rule” has been a handy rule of thumb for retirees to calculate how much they should withdraw from their retirement savings each..
Is The Great Resignation Really A Great Rethink?
May 31, 2022
Much has been written about the Great Resignation over the past year as millions of people have quit their jobs. But what if the Great Resignation..
Working Remotely? Avoid These Tax Headaches
May 24, 2022
Thanks to the COVID-19 pandemic, working from home has become increasingly more popular in the past two years. And even as employers push for a..
Things Are Getting Worse for the “Sandwich Generation”
May 17, 2022
The “sandwich generation” refers to people (mostly women) who are caught between the financial needs of their children and the financial needs of..
Workers Are Not Feeling Confident About Their Retirement Savings
May 10, 2022
Being able to retire comfortably is part of the American dream: with enough hard work and diligent saving, a financially comfortable retirement..
Living Trusts: What You Should Know
May 3, 2022
A living trust can play a valuable role in your overall estate planning strategy. By using a living trust, you can avoid the time-consuming and..
How To Avoid Retirement Remorse: A Lesson from Tom Brady
April 26, 2022
Tom Brady spent 22 seasons in the NFL before calling it a career—and just 41 days in retirement before reversing his decision to hang up his cleats...
How to Reduce Your Tax Risks in Retirement
April 19, 2022
Tax planning is a key part of effective wealth management. Depending on your unique financial situation, there can be numerous opportunities to..
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