Interest by retirees moving abroad has been growing for some time, but it’s not a move that should be made hastily. The benefits include warmer weather, reduced living costs and…
Tag: retirement portfolio
Retirement Confidence Gap for Married and Unmarried Women
It’s no secret that the gender wage gap has remained remarkably obstinate for our lifetime and, inevitably, becomes a significant shortfall at retirement. While divorced, widowed women are more likely…
Why You Should Never Delay Retirement Planning
Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
Retirement and Tax Strategy for High Earners in 2022
If you’re interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way. As an introduction,…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…
Portfolio Management During Volatility
It’s no secret the financial markets have taken a beating, as reflected in ongoing volatility. For investors, looking at daily market returns can be unsettling. Despite these issues, we believe…