Investing for Life
With a new year comes a series of new (and often repeated) resolutions. While we think this is an opportune time to reassess your financial goals and aspirations, we also understand that a new year often creates a deluge of tasks, so we’ll keep this week’s Financial Planning Friday brief …
As the sun set on 2019, Congress passed a $1.4 trillion budget deal that contained major changes to an array of the rules governing investing for retirement. It’s the most significant development for retirement savers in more than a decade. Buried within the enormous budget pact was a reform package …
In the flurry of holiday merry-making, you may well have missed some important news for your retirement savings: Late last month, Congress passed the SECURE Act, which includes some significant new rules affecting how we all save and plan for retirement. Here are five of the biggest changes that …
Financial planning is a lifelong process. In your 60s, with the retirement finish line likely in sight, returning to or creating your financial plan is as important as ever. Retirement is a weighty milestone, and not one that you can afford to get wrong as you hit your 60s. Here …
The last few weeks of the year can be joyful, but also hectic and disorganized. From a financial point of view, there are a few steps you can take now that can help you start 2020 off on sound footing and pay great dividends over the next 12 months: Top …
Maybe it’s the responsibilities of raising a family and building a career, but many people don’t start taking financial planning seriously until their 50s, when they first see the retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly for …
In This Issue: Fidelity Leans Into Themes Neff Steps Down, Grenier Steps In Is Your Portfolio Ready for the New Year?
The latest theme in investing is investing in themes. You’ve heard of technology funds and energy funds. Well, now there are …
Social Security is a complex topic. While you may understand the basics (like when to file and the family benefits you may be entitled to), you might still be left wondering about how to claim benefits, taxes and more. Here’s a sample of some the most frequently asked …
With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents you’re looking out for. In addition, you’re now halfway towards traditional retirement age. That’s a lot to …
In a previous post, we discussed the basics of Social Security. Today, we’ll dive into some other features of the Social Security program to include in your financial planning: Spousal benefits, child benefits and survivor benefits. Benefits for Spouses Under the Social Security system, one half of a …
A Straightforward Guide to Preparing and Settling an Estate
Say goodbye to canned tuna and ramen and hello to gray hair: As you enter your 30s, your near-term responsibilities and long-term obligations expand. Starting a family, contemplating homeownership and earning enough money to consider investing it all come with the territory. Here are five tips to those in …
Questions about Social Security come up frequently in our financial planning conversations with clients. It’s a complex issue with many angles to consider, but we’d like to look at four key factors you might evaluate in deciding when to file for your Social Security benefits. 1) Your Full Retirement …
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