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Learn More About Retirement, Tax Planning and more!
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3 Common Retirement Planning Mistakes
Your golden years are a significant aspect of your life that require diligent saving and considerable contemplation. However, the journey towards this phase can be lengthy and complex, filled with numerous decisions and potential missteps.
How Debt Can Affect Your Retirement
Many Americans are approaching their golden years with some level of debt. In 2016, nearly 61% of US citizens were transitioning into retirement while still bearing debt.[1] While one might assume that expenses would naturally
What Are COLAs and How Do They Affect Retirement
If you are currently receiving Social Security or you are considering how Social Security might factor into your retirement plan, it’s important for you to understand what COLA stands for. You may have seen the
What is Risk Tolerance, and What Does it Mean for You?
The term “risk tolerance” gets thrown around a lot when it comes to investing. So, what does it mean, and how does it relate to retirement? In simple terms, risk tolerance is how comfortable you
A Crash Course in Treasury Securities
Ever wondered what treasury securities are? What about the difference between a treasury note, a treasury bond, and a treasury bill? Let’s uncover what these securities are so that you can have a sense of
3 Quick Suggestions for Planning Your Estate
Estate planning is a significant undertaking. It gives us a way to transfer what we’ve accumulated throughout our lives to those we hold dear. Passing down properties and personal items can convey familial bonds and
What’s the True Value of Financial Guidance?
If you’ve done any searching on the internet, you’ve probably seen the advice to minimize your financial planning and retirement fees as much as possible. Many outlets for financial explanations and information recommend paying as
What is a Real Estate Investment Trust (REIT)?
At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate.[1] They allow people to invest in a trust that then purchases a direct ownership
Where Did Pensions Go?
Before 1978, most retirement plans were set up as pensions. Although the term “pension” can colloquially refer to any kind of retirement account, usually what is meant by “pension” is a defined-benefit plan.[1] “Defined-benefit plan”
