Apr 16, 2021 | Investing, Retirement
Blog “Who Owns Stocks in the United States?” I recently read an interesting article by Ben Carlson over at his blog “A Wealth of Common Sense”. The article he wrote dives into who actually owns stocks in the United States and how that has changed over the...
Apr 2, 2021 | Investing, Retirement
Blog “Making up Lost Ground Saving for Retirement” There can be many reasons older Americans are financially ill-prepared for retirement. Some people don’t make enough money to set aside for their later years. Others have bad luck in their career, poor...
Feb 5, 2021 | Housing, Retirement
Blog “Should I Use Retirement Savings to Pay Off the Mortgage?” Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s not unlikely that you’ll go back to work and start earning an income in your final years...
Jan 15, 2021 | Behavioral Finance, Investing, Retirement
Blog “Starting Children’s Retirement – Revisited” In August of last year, we wrote a post titled “Setting Your Children Up for Retirement” which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial...
Dec 17, 2020 | Behavioral Finance, Retirement
Blog “The Great Transfer of Wealth” More than 10,000 baby boomers are turning 65 every day and that is expected to continue until 2030. Over the coming decades, trillions of dollars of wealth will pass from baby boomer parents to their heirs, with some...
Nov 20, 2020 | Behavioral Finance, Investing, Retirement
Blog “SECURE Act 2.0 – What it Means” In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some...
