The History and the Future of Money
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The …
3 Major Retirement Expenses to Include in Your Budget
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care …
3 Major Retirement Expenses to Include in Your Budget Read More »
Rising Interest Rates and High Inflation – How Will You Respond?
The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant …
Rising Interest Rates and High Inflation – How Will You Respond? Read More »
3 Important Tax Questions to Answer This Year
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to …
Estimating Your Tax Burden in Retirement
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The …
Why We Could See More Inflation and Market Volatility
As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a …
Why We Could See More Inflation and Market Volatility Read More »
Three Birthday Milestones That Could Change Your Tax Situation
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of …
Three Birthday Milestones That Could Change Your Tax Situation Read More »
Will Your Savings Last for the Rest of Your Life?
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing …
Will Your Savings Last for the Rest of Your Life? Read More »
Tax Day Will Be Here Before You Know It
Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th. This is a good time of year to review your finances …
Don’t Forget About Your Tax Bill
Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in …
