Skip to content

Finance

Worried about a recession?

Recent fears of the coronavirus outbreak (COVID-19) has the American people and the markets on edge. We’ve seen significant market dips as the world tries to get a grasp on the situation, and the ongoing uncertainty and unending media coverage can make even the most confident individuals start to be concerned whether a recession is…

Read More

Wednesday Q&A: How can I max out my Social Security check?

How can I make the most out of my social security benefits? Check out this video where Gregory gives you ways to help max out your social security check. How do I plan for unexpected expenses? As a starting point, we typically recommend that our clients maintain an emergency reserve of about 3-6 months’ worth of…

Read More

10 Ways to Reduce Your 401(k) Taxes

How the pros help clients minimize their tax burden If you have a traditional 401(k), you will have to pay taxes when you take distributions. Unfortunately, that 401(k) money is subject to the worst kind of taxes—ordinary income taxes. The amount you pay is based on your tax bracket, and if you’re younger than 59½, add 10% (for early withdrawal) in…

Read More

Top Retirement Savings Tips for 55-to-64-Year-Olds

There’s still time to give your savings a good boost before you retire If you’re between 55 and 64 years old, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money saved can make all the difference, both financially and psychologically.…

Read More

I Killed My Teenager’s Fancy College Dreams. You Should, Too.

Forty-five million Americans owe a collective $1.6 trillion in student debt. Here’s why my daughter won’t be one of them. Photo illustration by Slate. Photos by Vasily Koloda on Unsplash, master1305/iStock/Getty Images Plus, and ayzek/iStock/Getty Images Plus. A couple months ago, my 17-year-old daughter’s guidance counselor called her into his office to ask pretty much…

Read More

You can still give back this season without going broke

Prioritize the causes you care about, and be strategic about giving iStock/Getty It may not come as a surprise that millennials are passionate about giving back. Millennials as a generation believe in supporting causes more than individual organizations, are likely to be influenced by peer networks when it comes to giving and want to give…

Read More

Managing Inflation Risk in Retirement

Longer retirements mean inflation can put a serious dent in even the best-laid plans. You need an income strategy to help keep up with rising prices. Getty Images While there are many potential risks to consider when planning for retirement, one that is often overlooked is inflation. Most people factor in inflation when planning how…

Read More

THE BIG BITCOIN HEIST

With its cheap geothermal energy and low crime rate, Iceland has become the world’s leading miner of digital currency. Then the crypto-crooks showed up. Someone was targeting the security guard. He felt he was being followed. His dog barked in the middle of the night. His wife saw fleeting figures lurking around their home. One…

Read More
Call Now Button