Financial Planning

Weekend Reading: In Retirement, Many Crucial Questions Start with the Word ‘When’
Your most important retirement planning decisions rely on timing. While long-term performance is certainly front of mind for your investments, before anything else, you must pay attention to the “when” questions.

Weekend Reading: Rule #1 of Building Wealth: Play Defense with Your Money
A defense-first mentality is what often sets NBA Championship teams apart from the rest. For you, this same mindset can be applied to wealth-building.

Weekend Reading: Nine Retirement Myths
Your unique financial circumstances should ultimately determine the retirement guidance you follow. However, when you do consume retirement advice from the media or elsewhere, there are also several myths to be aware of.

Weekend Reading: 10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
Retirement provisions in the recently passed SECURE 2.0 Act offer new planning opportunities for today’s retirees, even more so than the original 2019 SECURE Act.

Weekend Reading: Myths and Realities About Investing
A quick Google search will relay many myths about investing, but when you understand fact from fiction, you can make wiser, more calculated decisions.
Weekend Reading: New Rules for Success
A worldwide pandemic instigated the beginning of a new economic climate after four decades of falling inflation and interest rates. Now, making smarter financial decisions includes following several revised rules for success.

Weekend Reading: 4 Barriers to Break Down for a Successful Retirement
You will inevitably face roadblocks on your way to and through retirement, but identifying what those are is often the first step to overcoming them.

Weekend Reading: 12 Lessons on Money and More from Warren Buffett and Charlie Munger
Looking to elevate your investment efficiency? Start by taking some wisdom from two of the world’s most successful investors, Warren Buffett and his right-hand man, Charlie Munger.

Weekend Reading: When Should You Change Your Asset Allocation?
As you invest more money, does your investment strategy need to be more complicated? Not exactly.

Weekend Reading: The Power of Not Having a View
“I don’t know” is an unfulfilling response when you are searching for more certainty in an economy that is (most certainly) uncertain. However, making predictions in the investment environment today is either difficult or impossible.

Weekend Reading: Should You Invest Your Emergency Fund?
The greatest issue with investing your emergency fund comes down to risk. If you’re willing to part with money in your emergency fund and know you will still sleep at night, that money doesn’t belong there.

Weekend Reading: All the Personal-Finance Books are Wrong
Financial self-help advice is everywhere, but when it comes to sorting fact from fiction, how do you truly know what is sound guidance?