We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be [...]
When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of [...]
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. Here is some of what you’ll learn [...]
With the increasing tax environment that we’re in, it’s important as ever to be paying close attention to your financial decisions and the impact they could have on tax planning. Many of the investments you’re making today could have both short and long-term tax obligations and proper planning can ensure that you’re keeping as [...]
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. [...]
The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]
