Volatility gripped markets in the first quarter of 2025 and the major stock indices saw moderate declines as chaotic U.S. trade and tariff policies caused a steep plunge in business and consumer confidence, which raised concerns that economic growth would dramatically slow and corporate earnings growth would disappoint.
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Some people are automatically enrolled in Medicare at age 65, while some have to apply. Follow this flowchart to better understand what, if any, action you need to take to ensure you’re enrolled in Medicare at the right time.
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As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the “medical IRA.”
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When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first?
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The price of a bond can change over time, and there are many factors that can impact bond prices. In this blog, we will explore some of the key factors that affect bond prices.
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As an investor, one of the most critical aspects of managing your finances is understanding the tax implications of your investments. Let’s explore how tax-efficient your investments are and what strategies you can employ to optimize your retirement income.
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Here’s a closer look at the six most common estate planning mistakes and how you can sidestep them.
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Downsizing is a common path many retirees consider, whether for financial reasons, lifestyle changes, or simply the desire for a fresh start. But is downsizing the right move for you?
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Spring is the perfect time to refresh more than just your home—your retirement plan deserves a tune-up too! Here are five practical steps to ensure your financial roadmap still fits your lifestyle. From reassessing your goals and optimizing taxes to rebalancing investments and securing your legacy, this guide helps retirees take control with confidence.
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The S&P 500 rose to an all-time high in the fourth quarter and extended 2024 gains as the election results raised expectations for tax cuts and other pro-growth policies in 2025, while the economy remained on solid footing and the Fed continued to cut interest rates.
Continue readingThis Retirement Planning Worksheet takes you through 4 key areas to help you get organized, feel confident, and assess your overall readiness for retirement.
