Retirement Investing

With mortgage rates dipping, it’s natural to wonder how this might impact your retirement plans. Lower rates can bring some great opportunities, but they also come with potential downsides. Here’s…

“What are the best ways to invest my money without taking on too much risk?” That’s always the first question I hear from my clients when we talk about income…

When planning for retirement, choosing the right type of Individual Retirement Account (IRA) is crucial. The two most common types are Traditional IRAs and Roth IRAs. Each has distinct perks…

How can you make the most of your savings with the current high CD (Certificate of Deposit) rates? CDs might sound old-school, but they have some impressive returns right now,…

Retirement is an exciting phase of life, but managing your finances can be tricky. One key aspect you’ll need to master is Required Minimum Distributions (RMDs). Let’s bust some common…

According to a 2023 survey by the Economic Policy Institute, “nearly half of American households have no retirement savings”. This can be a frightening and uncertain situation, but there are…

The 4th of July is almost here, and while we’re gearing up to celebrate freedom and independence, it’s also a good time to think about our own financial independence. Are…

With recent changes in pension laws and the ever-evolving economic landscape, understanding how to make the most of your pension has never been more crucial. These updates can significantly impact…

Did you know that 63% of retirees worry about running out of money during retirement? According to a study by Allianz Life, this concern is widespread but manageable with the…