If you dream of retiring early, it’s definitely possible – though not without plenty of advance planning and saving. One roadblock you’ll have to plan for is that you won’t have access to Medicare until you hit full retirement age, which is 65 for most people. So, what should you do until then? When I […]
2019 Economy: Financial Recap and Looking Ahead
As 2019 winds down, the financial waters are still relatively calm and the mood is optimistic. After all, there was a lot of good going on in the 2019 economy. There were 266,000 new jobs added in November, and the unemployment rate was at 3.5%. Stocks have been at an all-time high. Long-term government bonds […]
Continuing Care Retirement Communities – What You Should Know
As your parents age, you will probably start discussing plans for their care later in life. Some people might want or need to move to an assisted care facility or senior living community, others might want to stay in their home for as long as possible. Whether you’re planning for your parents or yourself, it’s […]
New Year Financial Preparations: Get Ready for 2020
The end of the year can be stressful for many people. Not only are calendars packed with holiday festivities and travel, but there are also all of the end-of-the-year financial preparations to take care of. This guide should help give you a clear view of what needs to get done and when. Hopefully it’ll make […]
How the SPIVA Index Can Help You Invest
Market behavior can rattle even the most seasoned investor’s nerves. In the U.S., we’re coming up on a decade of strong markets and economic growth. But remember, change is always coming. The economy will always have downturns. But that doesn’t mean your portfolio will take a major hit. And if it does? There are ways […]
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