Posts Tagged ‘Taxes in Retirement’

  The often-overlooked generation saw robust gains in equities and pension entitlements during the pandemic Posted by CopyTeam   Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This demographic represents about a quarter of…

If the current climate has you thinking about early retirement, ask these three questions first Posted by CopyTeam   Retiring in your 50s or early 60s during a global pandemic might seem foolish. But if you have a job that can’t be done safely from home, the reality of not retiring early might be even…

  Understanding how market forces can influence your assets is the first step toward protecting yourself against potential adverse effects Posted by CopyTeam   If you follow the news at all chances are you’ve heard experts and economists discussing the economy’s inflation rate. Inflation is a steady rise in the price of goods and services…

  Pandemic-related shortages are expected to persist into next year Posted by CopyTeam   Throughout the past 60 years, the microchip has influenced the manufacturing of a wide variety of products that touch nearly every consumer these days. From computers to cell phones to cars, the chip is now the most critical and costly component…

  The future of sustainable investing requires balancing goals and interests–it is critical to the sustainability of investing, serving society by improving long-term outcomes. Posted by CopyTeam   While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our…

  It’s Never Too Early or Too Late – What You Need To Consider Posted by CopyTeam   To say there are many things to consider when planning for your financial future is an understatement. That’s why it’s important to have a plan for your future — and follow it.   Planning for your retirement…

  The Impact of World Economy Posted by CopyTeam   The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the next 10 years. However, despite nearly 1 million jobs reported in July alone, the White…

  Protecting Your Data Should be a Top Priority Posted by CopyTeam   Cyberattacks are one of the fastest-growing crimes in the U.S. Throughout the past few years, companies have experienced significant data breaches as fraudsters seek to gain the world’s most valuable currency: data. The network monitoring firm SolarWinds recently underwent a high-profile breach.…

  A risky strategy that warrants extreme caution and is not for long-term investments Posted by CopyTeam   This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity is fueled by low interest rates and rising…

  Young Adults:  75% of Gen Z-ers and Millennials Think Differently About Investing Posted by CopyTeam   Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But now they’re witnessing an unprecedented job market, where even those with little to no…