It’s been a year since the Federal Reserve made a move on interest rates. But that trend may soon end: CME Group’s FedWatch tool shows an 88.8% chance ...
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Comments Off on The Fed is 100% likely to cut rates next week, CME predicts: 8 pros on what you need to do now to prepare — and who the real winners (and losers) will be
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Estate planning can be complicated — and not just for wealthy people. Though the word “estate” is often associated with the upper class, an estate is anything that will ...
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Comments Off on Warren Buffett Offers One Piece of Estate Planning Advice to the Middle Class
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings. Read more ...
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Comments Off on Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know
The Shocking Truth About Your “Magic Number” Once inputs like inflation, healthcare costs, and lifestyle realities are taken into account, the $1.5 million goalpost seems less like a ...
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Comments Off on Think $1.5 Million Buys You Freedom? Here’s the Truth About Early Retirement
The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans are shouldering more ...
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Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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Comments Off on Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. ...
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For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what ...
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Comments Off on Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’
Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others are not happy at all. ...
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Comments Off on Social Security tax breaks: What the ‘Big Beautiful Bill’ really means for 88% of retirees
You’re no longer a 20-something still getting used to a full-time job. You’ve been around for a while, maybe moved a couple of rungs up the corporate ladder, ...
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Comments Off on Late to Retirement Planning? 5 Strategies to Help You Catch Up to Your Peers
