Is the Silicon Valley Bank (SVB) collapse worth your concern? Maybe not directly, but it reveals valuable lessons to be learned about your liquid dollars – and investing.

While 2022 became the first year ever for bonds to end with a negative five-year annualized return, markets have now recalibrated, resulting in higher yields (and higher future returns).

While the system isn’t disappearing, a revision needs to be implemented before Social Security’s estimated 2035 insolvency, at which point 80 percent of benefits can be paid out. Simply put, that makes this a 20 percent problem – not an all-or-nothing issue.

Your focus should never be the money, but how that money can elevate the meaning in your life. If dollars dictate your direction in life, you’ll find yourself on an endless search of “what’s next?”

You spent decades stockpiling savings for retirement. After years of frugality and budgeting, however, flipping the switch to then spend those hard-earned dollars isn’t for the faint of (penny pinching) hearts.

Your retirement income strategy should be crafted with the end-goal of providing lifelong income. Amidst recent risk factors such as inflation and market volatility, one way to guarantee that income is by leveraging annuities.

Your life is not meant to be measured by accomplishments and hard work, but a life full of experiences that you may never have if you are always looking for that next thing.

If you’re considering the addition of cash value life insurance into your retirement plan for accumulation, it’s important to understand the differences between whole life insurance and index universal life insurance (IUL).

While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.

The tax advantages of a Roth IRA versus a traditional IRA may seem black and white, but there is more to consider before choosing one over the other.

Like many, you may find having cash on hand provides a sense of security and freedom. Beyond this, however, cash is also having a moment.

You often hear of charitable giving as an end-of-year tax planning move; however, this isn’t always the ideal time from a tax perspective for you, nor does it most effectively serve the organization(s) you support.