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Featured Money Retirement

Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?

Inflation hit a 40-year high of 8.5% in March. Some people don’t factor in inflation when doing their retirement planning, but the significant spike in prices recently should be a ...
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Handling Market Volatility

When bull markets rage on everyone is excited and happy. When the bear appears, that sunshine quickly turns to doom and gloom. Adviser Russ Gaiser shares perspectives on ...
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Featured Income Money News

Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare

While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
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Featured Money News Retirement

SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?

KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
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Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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Opinion: This market-timing model says you probably have too much money in stocks

If you follow a traditional 60%/40% stock-bond portfolio allocation, you currently should be just 38% invested in equities — 63% of 60%. If your target equity allocation instead ...
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Volatility Is Rising. Here’s How to Protect Your Investment Portfolio.

Investors knew this year would be different. But lately, they’ve been getting a lesson in just how different it is shaping up to be. Most analysts expected some action ...
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Income Lifestyle Money Retirement Social Security

A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it

As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
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Featured Money Retirement Taxes

5 Benefits Of Supercharging Your 2022 401(k) Contributions

Reducing your tax bill seems to be one of the biggest motivators for making 401(k) contributions. The good news for 2022, 401(k)-contribution limits have increased. Keep reading as ...
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Featured Lifestyle Money

Crypto Investing–A New Investor’s Guide

By now everyone’s heard of Bitcoin. It introduced the world to blockchain or distributed ledger technology and as a crypto asset, it is the center of the universe.  ...
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