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Pros and Cons of Keeping Your Assets in Your Retirement Accounts
As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum to work so you can maintain your lifestyle throughout your retirement? Do you leave your funds where they are, or are there other [...]
7 Books About Money to Enlighten and Entertain
Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life by Alex Mayyasi & the Hosts of NPR’s Planet Money “Readers, from the economically curious to the Financial Times devotee, will [...]
Managing Market Volatility: How Gen X and Baby Boomers Navigate Shifting Financial Landscapes
Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years and steadily approaching retirement, sudden market swings can create noticeable anxiety. Meanwhile, Baby Boomers, many of whom have already transitioned into retirement, might view market fluctuations [...]
Inflation’s Impact on Your Retirement
Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode the purchasing power of the assets you worked for over time. Understanding this dynamic is a [...]
Celebrating National Investors Month: Long-Term Retirement Investing Basics for Pre-Retirees
August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of Americans approaching retirement within the next few years, this month offers an opportunity to focus on foundational investing concepts, such as diversification and [...]
A Hidden Retirement Risk: The Cost of Avoiding Healthcare and Long-Term Care Planning
For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated or forgotten that deserves closer attention: healthcare and long-term care costs. As unpleasant as the topic may be, avoiding this conversation doesn’t make [...]
How Do I Know If I Need an Estate Plan?
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a fundamental part of a comprehensive financial plan. And it’s not just about what happens to your stuff when you’re gone! How can estate [...]
How Can I Recession-Proof My Retirement?
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an unavoidable part of the economic cycle, and while you can’t control when or how severe they are, you can take steps to prepare. [...]
