navigating early retirement

THE SECURE ACT – A Soap Opera of Tax and Estate Planning

Written by Jeff Walker, Financial Planner: There are many risks people face before and throughout retirement.  Most people understand stock market risk, healthcare risk, and inflation risk but the risk of losing wealth due to taxes is one that is often overlooked or misunderstood.  Unfortunately, understanding tax risk isn’t simple or intuitive and the reality …

THE SECURE ACT – A Soap Opera of Tax and Estate Planning Read More »

Bonds in 2022

Written by Erik Schuster, CFP® Financial Planner: US Stocks and Bonds are moving in the same direction, down.  Since 2000, it is rare to see stocks and bonds move in correlation.  It happened briefly in 2008 and again in 2018.  Both occurrences were short-lived.  What we are seeing today is the perfect storm the Federal …

Bonds in 2022 Read More »

What We Worry About

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement. However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive interdependence (meaning they …

What We Worry About Read More »

The Fed’s Beige Book

  October\’s Beige Book Entries Tackled Everything from Skyrocketing Wages to the Desperate Search for Workers Posted by CopyTeam   The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic …

The Fed’s Beige Book Read More »

Scroll to Top
Call Now Button