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Weekend Reading: What the New Outlook for Social Security Means for You

If you’re worried about the future stability of Social Security, rest assured, the outlook still looks positive.

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Weekend Reading: Should You Change Your Financial Plan Because of Short-Term Changes in Inflation and Monetary Policy?

Inflation continues to circulate headlines and ignite fear of an unpredictable future, but the good news is, a well-rounded retirement plan can weather the storm (short-term or not).

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Weekend Reading: How Market Timing Destroys Wealth

You’ve probably heard it before, but it holds steadfast and true: Boring is often better when it comes to investing.

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Weekend Reading: 10 Ways to Improve Your Health and Live Longer

It’s time to leverage our longevity revolution. The reality is, living to age 100 is very likely for a large portion of today’s population.

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Weekend Reading: My Investing Nightmare

The goal of a secure retirement plan is to prevent you from staying awake at night worrying about the next financial crisis, but in the event you have an investment nightmare, what would it be?

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Weekend Reading: Late Work: From Recreation to Re-Creation

Are you training for the long-haul? With today’s longevity, your retirement could span 30-plus years, and how you leverage this gift of time can ultimately affect your overall happiness and fulfillment.

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Weekend Reading: Does Planning End at Retirement?

You need a strategic, customized plan to get yourself to retirement, but you also need a plan for what lies beyond.

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Weekend Reading: You Have a Purpose, You Just Need to Find It – And It's One of the Most Important Things for Your Retirement

Why do you get up in the morning? It might be one thing in particular, or a multitude of things. Whichever the case, that is your purpose, and it’s essential to your health, happiness and overall wellbeing.

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Weekend Reading: Limits of Tax Diversification and the Tax Alpha of Roth Optimization

To Roth or not to Roth? This might be a question you’ve asked yourself before, and upon comparing a Roth IRA to a traditional IRA, what makes the most sense for your hard-earned dollars often comes down to taxes.

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Weekend Reading: How to Help Clients Maximize Social Security Benefits

Deciding when to claim your Social Security benefits can have a large impact on your retirement income, and many individuals aren’t making the most of it. In fact, only about four percent of retirees are making the optimal Social Security claiming decision, which results in a loss of about $2.1 trillion in wealth.

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Weekend Reading: 7 Ways to Prepare for Higher Taxes

As past podcast guest, David McKnight, says, “The tax train is coming,” and we should all be ready. Experts believe tax rates will increase with each passing year, and on top of that, President Biden has proposed bills that would raise both corporate taxes and the long-term capital gains rate tax for anyone making more than $1 million per year.

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Weekend Reading: Don't Neglect the Softer Side of Your Estate Plan

Hopefully your estate plan includes the basic estate documents and beneficiaries, but here’s a look at why you might want to go deeper and be more descriptive with your wishes before your passing.