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.
You’re losing time and money if you have cash sitting in traditional checking or savings accounts. You NEED to open a High Yield Savings Account TODAY.
In many cases investing in residential real estate is not consistent with retiree or pre-retiree’s goals. Evaluating whether to include investment real estate in your retirement plan is a complex matt
The quickest way to blow up your retirement plan is by relying on straight line rate of return assumptions that do not reflect the reality that markets NEVER actually have the same rate of return year
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