Posts about
Market Commentary (17)
How To Calculate A Smart Spending Strategy In Retirement
August 31, 2021
When you’re working, you’re preparing for retirement: your focus is largely on saving money, but once you retire, you might struggle to switch to a..
Are You Cheating On Your Taxes? Here’s How To Find Out.
August 24, 2021
With a smart tax strategy, you can avoid paying more in taxes than you have to, but not paying what you legitimately owe in taxes is another matter..
Your Retirement May Come Early. Here’s How To Prepare.
August 17, 2021
Nobody expects to retire early, but a recent study from the Employee Benefit Research Institute found that most people retire earlier than they..
What Does “Wealthy” Mean To You?
August 10, 2021
During the COVID-19 pandemic, many Americans took the opportunity to reassess their priorities and realign their expectations — especially when it..
Backdoor Roth IRAs: How Do They Work?
August 3, 2021
Roth IRAs are a great tool for setting money aside to be used tax-free in retirement, but there are income limits on Roth IRAs: $140,000 for single..
Despite COVID-19, Most Older Americans are Still on Track for Retirement
July 27, 2021
Last April, unemployment rose to 15.6% among American workers 65 or older and 12.5% among Americans aged 55–64, prompting fears that workers nearing..
XML is Leading the Way for Young Entrepreneurs
July 21, 2021
It takes more than just a good idea to become a successful business. It takes mentorship, access to capital, and of course true determination and..
How to Discuss Finances with Aging Parents
July 20, 2021
As your parents age, there is a good chance that you will need to get involved to some degree in their financial picture. However, a recent survey..
How To Spot (and Avoid) Cryptocurrency Scams
July 13, 2021
Cryptocurrency is becoming increasingly popular, but the crypto world can be confusing and difficult to navigate. Unfortunately, criminals have..
Are Behavioral Biases Affecting Your Financial Picture?
July 6, 2021
Behavioral biases play a role in every aspect of our lives — including our financial health. A recent study from Morningstar found that these biases..
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