Retiring at 35 (Without Giving up Everything)
But what if I told you that you can still retire early, specifically in your 30s, without sacrificing everything? While...
Here’s How the Fed’s Rate Hikes Will Impact Your Retirement Plan — for Better or Worse
The stock market dropped this week after the August Consumer Price Index indicated that inflation was higher than expected. Paired...
Gold dips to 2-year low on US rate rise fears
Some investors move into dollar-denominated assets as currency strengthens
What Does It Mean to ‘Carry Wealth Lightly’?
Writing here previously, I noted that we are all responsible for understanding how best to guide clients and ourselves through...
Retirement Planning For A Recession
A recession is a common, if unpleasant, part of life. People who are retiring now have endured around six of...
PODCAST: Defusing the Retirement “Tax Bomb” with David McClellan
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How Do I Stop Robocalls From Scamming Me?
Robocalls can be relentless: Is your car warranty about to expire? Can we make you a great offer to buy...
A Kiplinger-ATHENE Poll: Retirees Are Worried About Money
A bear market accompanied by market volatility has led to shifting perceptions of what constitutes a secure retirement, according to...
Rethinking the American Dream: 6 Considerations for Buying a Home in This Economy
Understanding how inflation works, and looking at historical investment returns challenges the idea that paying off a mortgage is the...
Qualified vs. Non-Qualified Annuities
It’s not enough to ask whether you should buy an annuity, or even which one you should choose. Deciding where...
A Puzzle: Target Date Funds for Old People Suffer Similar Losses to Young People
The TDF industry is a Risky group. Its 2020 TDFs lost 11.2% in the year ending August 2022 while its...