A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these...
Hopefully, all your presents are wrapped and under the tree by now. This is a time of year when we’re mostly focused on other people, but once you’ve distributed all of your gifts, consider giving yourself the gift of a retirement plan. To help you get started, here...
We’ve all found ourselves in this scenario before: You ask someone what they’d like for a gift, and they can’t give you an answer. They simply say that they don’t need anything, despite your desire to give them a token of your appreciation. If you can relate to this...
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond....
Have you finished your holiday shopping this year? As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when your loved ones start handing out their lists, it may be a good time to...
