By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
As we all get older, more and more of us find ourselves caring for aging and ailing loved ones. While this is often parents it can also be siblings and other relatives.
After decades of squirreling away money in tax-advantaged retirement accounts, investors entering their seventies have to flip the script.
Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income.
If you’re reading this while pedaling a stationary bike, sipping a blueberry smoothie and chatting with your gym buddies, congratulations: You just might become a “super ager.”
What’s the biggest threat to a comfortable retirement? Ignorance. The decisions you make leading up to retirement can make a big difference as you grow older.
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