How can a transition to retirement continue to strengthen our connections to others while simultaneously keeping us active and fit? We all know how important staying active throughout our lives is, while multiple studies confirm the benefit of a social circle on our quality...
I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need?” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million to retire comfortably in these...
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens when the intended beneficiary does not use all the funds available? Say they opted not to attend...
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit both you and the causes...
The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting is over two days, the first being a broader discussion by the Fed Committee, which continues into the next day, and the announcement comes...
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to get an investment return of 30% a year?" The answer isn't what you think it may be, because investment returns fluctuate from year to...
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