A key investment principle that is a part of everyone’s financial plan is that staying invested matter. When it comes to your retirement plan, staying invested matters through market ups and downs to earn the returns you need to meet your retirement goals. Missing just few of the best days can seriously set back your well laid financial plans. Have a bad market action plan.
I-Bonds are paying 9.62% interest through October 2022. Should you add them to your portfolio?
Investing is risky, have a financial plan that matches your portfolio to your goals. Think in terms of cash flow.
With 2021 complete, now is a great time to review tax returns and set your investment and tax plan for 2022
Download Your FREE Roth IRA Tax Planning Guide
When planning for retirement, we need a place to protect our digital assets. A password manager can help make sure important data is not lost. Read more on how a password manager can be used in your retirement plan.
Many mutual funds will fail to beat the market net of fees and taxes. While keeping costs low is important, so is knowing what you own in your investment and retirement plans.
Social Security is a key piece to retirement plans. It’s also inflation protected. Read more on how to maximize your benefits.
Market volatility comes and goes. When it’s here, use it take improve your retirement plan. Read more for tips to do today.
Success tends to be a combination of health and wealth. Considerations for a healthy life and a wealthy future depend on your age. Know what to do when by listening to this webinar.
When planning for retirement, goals are about how much and when. Making retirement goals specific and actionable are only part of the puzzle to making sure they get done.
Volatility is a feature of investing, not a bug. Have an investment plan that works for you, and trust a fiduciary financial planner in the process. Read more on matching your investments to your retirement plan.
Retirement planning is a math problem everyone can solve. First, you need to set retirement goals. Read more to learn how to set SMART retirement plans.
Tax rules are changing all the time and the IRS sets two important deadlines for us, April 15 and December 31. Get your tax plans in order now before December 31, 2021.
The uncommon average: Stocks return 10% per year on average. Lengthening the holding period generates more consistent outcomes for investment plans.
You have until December 31, 2021 to max out your employer-based retirement plan contributions, and until April 18, 2022 for your IRAs
It’s been a smooth ride in 2021. But December saw a bit of a drop in the market. Keep it context of the the S&P 500 corrections and bear markets since 1945.
Owning the worlds investable assets is central to the idea of diversification. And you want to be diversified when investing for retirement. Read more to see if Chinese stocks can help.