Approaching Retirement Archives - Page 3 of 6

Approaching Retirement

May 2, 2022

Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates,…

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Approaching Retirement

March 28, 2022

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation…

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Approaching Retirement

March 28, 2022

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since…

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Approaching Retirement

January 28, 2022

Fighter Planes and Market Turmoil

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion…

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Approaching Retirement

August 9, 2021

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning can be out of our control. Factors like longevity, rising medical costs and the ups and downs of…

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Advanced Planning Approaching Retirement In Retirement

May 27, 2021

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs.…

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Advanced Planning Approaching Retirement Uncategorized

May 21, 2021

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an…

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Advanced Planning Approaching Retirement

May 20, 2021

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no…

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Approaching Retirement Early to Mid-Career In Retirement Workplace Retirement Plans

February 22, 2021

Cryptocurrency – Part 3: Trading Cryptocurrency

We covered a lot of ground in parts 1 and 2 of this three-part series on cryptocurrency. You may or may not be interested in using cryptocurrency as a means…

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Approaching Retirement Early to Mid-Career In Retirement Workplace Retirement Plans

February 17, 2021

Cryptocurrency – Part 2: Spending Cryptocurrency

In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their…

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