Many investors look ahead to certain events in their lives as they plan their retirement. These are mostly age-based milestones, the times when investors make financial decisions that will affect their retirement for better or for worse. Read More
What Should Retirees Be Concerned With During A Recession
We are now officially into a full-fledged recession based on the data from the last two quarters. So welcome to Recession 2022 – The New Economy.
For the last few months, we have participated in several forums and conferences speaking about recessions and its effect on markets, your finances, retirement, and the opportunities that investors may have. Read More
What Is a Roth IRA? Everything You Need to Know
Apparently, most Americans are not prepared for retirement. While these people may not be terribly concerned about their future at this point in their lives, many are in for a rude awakening when their income suddenly drops dramatically.
By having an individual retirement account (IRA), you can diversify your portfolio and prepare your finances for your future. You might not know this, but there are actually two different kinds of IRAs: the traditional IRA and the Roth IRA.
What Retirees Should Do Now During COVID-19
In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More
The Washington Zombie
Its Not A Scam
If you are use to getting large tax refunds, you might not be getting one this year and here is why…. and it’s not a tax scam. Read More
Making Too Much for a Roth IRA
Can I Retire Early?
Don’t Be A Minimalist
I think most of us can get behind the statement of living below your means but it doesn’t take a barely adequate lifestyle to retire or to stay retired. Read More
Is It Time to Refinance?
With interest rates starting to creep up, is it time to refinance your mortgage? Here is a few things to consider before you take that step. Read More
