The retirement risk zone is the period of time beginning roughly 10 years before retiring and ending roughly 5 years into retirement. In this transitional period, you shift from a lifetime of accumu
Tax loss harvesting is a method of selling investments for a loss, in order to offset gains from another sold investment, to reduce taxes owed. When you sell an investment which has appreciated in va
A retirement account rollover is when you transfer your employer sponsored retirement account (401k, 403b, 457 or TSP), or partially move funds from an employer sponsored plan into an IRA. Most retire
In-service distributions, also known as in-service withdrawals, are distributions taken from your employer sponsored retirement plan (a 401 k is the most common example) while you still work for the e
Portfolio income refers to the money generated from investments such as stocks, bonds, and real estate. It should not be confused with earned income or employment-based earnings because it has the
In this guide we will seek to provide easy to follow education on what portfolio rebalancing is, so that you may rebalance your portfolio by the end of this article.
Well, I missed last weeks newsletter - for that I apologize. Apparently traveling increases ones odds of getting Covid! First, I got it (tested positive Sunday 7/31, but have been sick since
Weekly Financial Planning Resources Roundup
How do we interpret the financial chaos and tumult of 2022? Are there any bright spots we can take away? What should we learn from a year of bad market returns, high inflation, and political chaos?
You've likely heard about the catastrophe that is the Silicon Valley Bank debacle. If you haven't, it's important that you pause for a few moments to learn about it.
90% of licensed financial advisers are legally salespeople with an obligation to maximize profits for their company, not their clients. Advisers who are legally held to the fiduciary standard of doing
Enjoy this week's Friday 5 - paying homage to the 2022 bitcoin conference, there's some extra Bitcoin flare to this weeks set of podcasts, videos, and articles. This week had a dive into the
Online Retirement planning tools like Rightcapital, New Retirement, and Empower play a major role in most retiree’s retirement decisions, and will likely play an increasingly important role.
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