What’s Your Number?
Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough? There are a few key steps to the process, and we shared our thinking in a recent resource. https://bit.ly/3lhpSW4
Understanding Your Tolerance for Market Risk
March of 2020 was a good reminder that market risk can’t be taken lightly. Have you ever had your tolerance for market risk measured? If you haven’t, now may be a good time. Take a look at our recent article that explains why https://bit.ly/31fQkau.
8 Financial Goals For Your 40th Birthday
For investors in their 30s, life can feel busy, hectic, and a bit disorganized at times. How do you focus your time and energy on the things that matter most? There are 8 key goals to focus, and we shared those ideas recently on our website. https://bit.ly/36Cb9PF
The Value of a Fee-Only, Fiduciary Advisor
What makes financial advice “good enough”? Well, that depends on if your advisor is working under the fiduciary or the best interest standard. The good news is that as the client, you have the power to decide which standard is the right fit for you. We shared how in our recent article. https://bit.ly/fiduciary_advisor.
Financial Goals for Your 30th Birthday
The years between 20 and 30 can be some of the most exciting – and challenging – times in life. But what really matters when it comes to the financial lives of young investors? To help simplify things a bit, we created a resource that details 8 financial goals for investors to accomplish before their 30th birthday. If you’re under 30, how are you doing on the list? If you are over 30, how are the young investors in your life doing? Take a look. http://bit.ly/8-goals-for-30
The SECURE Act: 3 Key Takeaways
By many estimates, the SECURE Act was the largest retirement reform bill since 2006. But at 18,000 words long, most investors haven’t had time to sit down and read it yet. The good news is, we just finished an article that details three key takeaways from the act, and you can get your copy now. http://bit.ly/secure_act_2020
Estate Strategies – Critical Elements of an Estate Plan
Taking steps to help protect your estate is an important financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Take a look at some important details to address when creating your own estate plan in our new piece. http://bit.ly/354S5aW
The Financial Considerations of Gifting
The holidays are just around the corner and 2019 is coming to a close. If financial gifting around the holidays is on your to-do list, we invite you to grab a copy of a recent article we published. http://bit.ly/2oSvajh
Getting Strategic with Social Security
While social security should be just a portion of your overall retirement strategy, it’s an important part to get right. Grab a copy of our new resource that provides information on how the Social Security system works and strategies for getting the best benefit possible. http://bit.ly/2mbu0xF.
Thriving in the Gig Economy
Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0
