Can You Retire on $42/Month?
Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online.
Clearing Up Some Common Financial Half-Truths
Join Mike as he goes over some common financial half-truths to try and help clear some things up and put your mind at ease.
Spring Cleaning Your Investments: The Importance of Rebalancing Your Portfolio
As the seasons change and the days grow longer, it’s not just your living space that could benefit from a bit of spring cleaning—your investment portfolio might also need some attention! Rebalancing your portfolio is a crucial step in maintaining its health and aligning it with your financial goals. In this article, we’ll talk you through the importance of spring cleaning your investments through portfolio rebalancing, explore how market fluctuations can impact your asset allocation, and provide insights into how you can go about a successful portfolio spring cleaning.
How Is Technology Redefining Retirement Planning?
Today we will unpack the toolbox of technology that’s promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.
Strategizing for Success: A Comprehensive Investment Review for the Year Ahead
The journey to financial success is paved with thoughtful planning and strategic decision-making, especially when it comes to your investment portfolio. As the new year approaches, it’s a prime opportunity to conduct a comprehensive investment review that sets the stage for a successful year ahead. In this article, we’ll guide you through the essential steps of evaluating your investments, making informed decisions, and crafting a strategic investment plan to maximize your financial potential in the coming year.
Understanding RMDs: Guide For Retirees & The Soon-to-Retire
In today’s episode, we’ll explore the sensitive and significant process of transitioning from one financial advisor to another. We’ll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the righ…
Paying Off Your Mortgage vs. Investing More: What’s the Best Strategy for Your Financial Future?
Learn the Benefits and Drawbacks of Both Options Are you wondering about the benefits and drawbacks of paying off your mortgage vs. investing? Paying off your mortgage early and investing more are both strategies that can help you achieve long-term financial stability, but it can be difficult to determine which goal to prioritize. In this article, we’ll explore the pros and cons of both strategies to help you determine which may be the best for your financial future.
