Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
When most people think of retirement, they imagine beach vacations, spoiling the grandkids, and finally having time to enjoy life. But what if the secret to achieving that dream lies in looking poor o...
Diversification or Diworsification? What Every Retiree Needs to Know About Their Portfolio
When it comes to retirement planning, most of us have heard that diversification is key. Spread your investm...
What Pre-Retirees Need to Know About Government Spending Cuts
If you're in your 50s and planning your retirement, there's a good chance you've heard the recent buzz about major federal spending cuts....
When markets get shaky or headlines start shouting about inflation, it's no surprise that gold starts shining again in the eyes of investors—especially those nearing retirement. But is buying gold or ...
Crypto EFTs Unveiled
The financial world is buzzing with excitement over crypto ETFs and alternative investments making their way into retirement accounts. As these once-restricted investment vehicle...
Is the 4% Rule Still Relevant for Modern Retirees?
For years, the 4% rule has been a cornerstone of retirement planning. The concept is simple: retirees can safely withdraw 4% of their portfolio annu...
Introduction
Market volatility can be unsettling, especially when it impacts your retirement portfolio. However, smart investors know that even in turbulent times, there are opportunities to strength...
One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...
Is Social Security Secure? What You Need to Know
For decades, Social Security has been a cornerstone of retirement planning. But as headlines warn about its future, many retirees and those approachin...
Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...
In an era of increasing global trade tensions, retirees and those nearing retirement must stay informed about how economic policies can affect their financial well-being. Trade wars—conflicts between ...
Maximize Your Tax Savings in 2025: Key Moves for Retirees
It is 2025 and the Tax Cuts and Jobs Act (TCJA) is about to expire. For retirees, this pivotal year marks a critical time to review your tax ...
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