Monthly Archives: September 2021

The Potential Hidden Costs of Inflation

You’ve probably heard about or experienced the effects of inflation - everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we see on a regular basis can have an impact on our finances, there may be some potential hidden costs to inflation we don’t necessarily see right [...]

2021-09-28T01:38:46+00:00September 28th, 2021|Economy, Retirement Planning|

How Prepared Are You for an Emergency?

When we consider everything life can throw at us, it seems important to prepare for setbacks. We've seen forest fires in California, Hurricane Ida, flooding in Tennessee, plus a continuation of COVID. There's no getting rid of all the risks in life, but a solid plan goes a long way, whether it's having a first [...]

2021-09-24T11:50:50+00:00September 24th, 2021|lifestyle|

How Would You Handle a Retirement Curveball?

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It [...]

2021-09-20T12:58:33+00:00September 20th, 2021|Retirement Planning|

Are There Four Stages of Retirement?

Everyone talks a lot about how to prepare for retirement financially. But what about how to adjust your mindset in retirement and manage expectations? You might not be happy every single day in retirement, but that doesn't mean your retirement won't be happy. Transitioning into retirement is no small task, and research shows that the [...]

2021-09-17T23:57:44+00:00September 17th, 2021|Retirement Planning|

Three Eroding Forces on Your Retirement Savings

Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs [...]

3 Priceless Pieces of Retirement Wisdom

You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first [...]

2021-09-11T01:15:40+00:00September 11th, 2021|lifestyle|

Plan for the Tax Rates of the Future

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it's [...]

2021-09-07T02:14:34+00:00September 7th, 2021|Taxes & Tax Strategies|

How This Generation Will Influence Culture

By the year 2034, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn't know how to handle older American's problems, this will mean some major changes. Whether it's through celebrities who refuse to retire, retirees [...]

2021-09-03T17:00:06+00:00September 3rd, 2021|lifestyle|
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