Is Our Government Anticipating Inflation?
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods […]
Financial Planning
When Will You Transition from Saving to Spending?
In retirement, you have to transition from saving to spending. You\’ve worked hard to amass wealth, and now you must protect it from market downturns and make it last for
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Rising Costs in Retirement: Are You Prepared?
In 1960, a gallon of milk cost 36 cents, and today it costs $3.35 on average.[1] Inflation is to blame, and we could see higher inflation in the coming years.
3 Things to Think About Before Buying a Vacation Home
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. Many people have
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How Much Do You Need to Save for Retirement?
While $1 million is sometimes cited as the ideal number for retirement savings, this assumes a one-size-fits-all approach to retirement planning. Everyone\’s retirement goals are unique, and preparing for
Have You Factored Inflation into Your Retirement Plan?
We’ve seen increased government spending due to COVID and significant increases in government debt. Some economists theorize that this could lead to increased inflation, and many claim that we are
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Will You Have to Retire Earlier Than You Expected To?
If you’re nearing retirement age and know you’re not financially prepared for retirement, your solution may be to work longer. While forgoing an early retirement can be prudent, your career
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Is It Time to Spring Clean Your Financial House?
If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, or other retirement account, this is especially
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Don’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain
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Win the Retirement Lottery Without Winning the Lottery
There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars,
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