Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each element plays [...]
The end of the year is a perfect time to give back to others and your community. Whether you’re an individual or a business owner, charitable donations benefit the recipient [...]
As the end of the year approaches, it’s time to start thinking about what comes next for you in the New Year. Reviewing your financial situation can help you evaluate [...]
Creating a steady retirement income stream is vital for independence and a fulfilling post-work life. While several retirement income strategies exist, not all provide the confidence necessary for this stage [...]
One of the major concerns people have when planning their retirement is how to protect their retirement savings from unforeseen medical expenses. Healthcare costs have steadily risen, but adequate planning [...]
National Family Literacy Day is celebrated annually on November 1st. It was established to encourage families to partake in financial literacy-related activities together. It underlines the family’s vital role in [...]
Annuities, insurance products issued by insurance companies, are often recommended by insurance and financial professionals to investors. They are designed to provide a steady income stream in retirement. While there [...]
In recent years, there has been ongoing discussion and debate about potential changes to the Social Security system in the United States. This year is the same as the Social [...]
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you’re a novice or knowledgeable in finance, assessing your finances and [...]
Many people are concerned about financial independence as they approach retirement. Whether you’re a decade away from retirement or it’s near, there is no better time to implement these five [...]
