Supercharging Your 401k in 2021
Supercharge Your 401k for 2021
Background In March of 2020, COVID-19 became a wide-spread news story that sent the stock market down by more than 30% in what most investors thought was the beginning of a disastrous year. But it managed not only to rebound but set new highs. As we begin 2021, the stock market continues to set new […]
Three Retirement Mistakes To Avoid
Avoid These Three Retirement Mistakes
Planning for retirement is challenging enough without making a big mistake. It takes a lot of money for most people if they want to maintain a retirement lifestyle like what they had while they were working. Here are three common assumptions many people make that are often incorrect and can be devastating to your retirement plans: […]
4th Quarter Investment Mindset: Taxes
4th Quarter Investment Mindset: Focus on Tax
As we enter the 4th quarter of 2020, uncertainty remains in capital markets related to Covid-19, elections, etc. While much attention is often paid to financial issues outside our control, investors should focus their energy on tax efficiency areas, which are within their control. Additionally, with potential tax increases/changes resulting from the November elections, emphasis […]
What Are The Emotional Aspects Of Retirement?
Thinking of Retiring? Consider the Emotional Aspects
The average retirement age in the United States is sixty, and the average life expectancy is age seventy-nine. Note that to get the ‘average’ life expectancy, you include many who will live well beyond that age, with more and more people living to centenarian status. It goes without saying that you must carefully calculate that […]