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Weekend Reading: Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.

Amidst today’s market volatility, selling securities at a loss to offset capital gains is one strategy that can help minimize taxes, especially after a market sell-off.

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Weekend Reading: Facing Financial Fears in 2022

Do you have a plethora of financial fears on your plate at the moment? Amongst uncertainty of today’s economic climate plus geopolitical conflict, it’s easy to find yourself battling a new financial frustration daily.

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Weekend Reading: You Passed Roth IRA Income Limits, Where Should Your Next Dollar Go?

Roth IRAs have plenty to offer you; contributions grow tax-free, they don’t have required minimum distributions (RMDs) and you can make withdrawals on your own terms (pending the rules). However, it’s important to note that these accounts cap at a $6,000 contribution for 2022 ($7,000 if you’re age 50+) - And, they come with income limits as soon as you enter the six-figure range.

Weekend reading social security benefits and taxes Weekend reading social security benefits and taxes
Weekend Reading: When Do Social Security Benefits Become Taxable?

According to the Social Security administration, about 56 percent of individuals will owe federal taxes on their benefits, and determining if that includes you, as well as how much you could owe, draws down to pinpointing your provisional income.

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Weekend Reading: The RISA Framework: A Systematized Approach to Personalizing Retirement Income Strategies for Clients

In this article, two of my favorite retirement researchers, past podcast guest Wade Pfau and Alex Murguía, highlight what is known as the RISA (Retirement Income Style Awareness) Framework. This profile is created by pinpointing the two strongest factors that determine your overall income preference style.

Weekend reading market goes up over long term Weekend reading market goes up over long term
Weekend Reading: Why Does the Stock Market Go Up Over the Long-Term?

Despite what some might believe, the market’s continual climb (while non-linear) doesn’t stem from the Fed or low interest rates. Instead, this draws down to economic growth and the fact that corporations are earning more money overall.

Weekend reading dont worry about the fed Weekend reading dont worry about the fed
Weekend Reading: Don’t Panic About the Fed (Maybe)

Today’s inflation is causing a domino effect. To combat steep prices, the Fed is slowly raising interest rates, and as a result, we’re seeing low bond fund returns. All this being said, you might wonder, how far could it go?

Weekend reading the future of financial planning Weekend reading the future of financial planning
Weekend Reading: The Math of Life – And the Future of Financial Planning

As referenced by author Bob Goff, 27,375 is the average number of days a person will live over their lifetime. If you do the math, you can (roughly) estimate the number of days you may or may not have left. How will you spend them?

Weekend reading why is the market down Weekend reading why is the market down
Weekend Reading: Why Is the Market Going Down?

Despite an overall healthy economy, you might be wondering: Why is today’s market outlook telling a different story? The volatility we’ve seen draws down to a multitude of factors, and understanding those can help you gain more clarity on how they impact your retirement portfolio.

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Weekend Reading: How to Handle Unexpected Financial Shocks

The reality is, unexpected events will happen; however, preparing for them as much as possible ahead of time is where true financial confidence lies.

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Weekend Reading: How to Think About Annuities

Should you love or hate annuities? To reach a thorough conclusion, answering this question involves a bit of introspect and research. Above all, it’s important to keep in mind that no investment vehicle is perfect, and oftentimes, popularity will shift based on behavioral finance and current economic conditions.

Weekend reading managing longevity risk Weekend reading managing longevity risk
Weekend Reading: Five Ways to Manage the Longevity Risk in Retirement

We’re all in the midst of a longevity revolution, but in order to make the most of a potential 100-year life, it’s important to prioritize quality over length.