by junaidadmin | Sep 22, 2023 | Retirement
This post provides some insight as to what percentage of your portfolio should be in equities if you’re in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals....
by junaidadmin | Aug 22, 2023 | Financial Planning
The Federal Reserve System may be close to the end of its rate hiking campaign based on a continued cool down in inflation, but the central bank has one more policy move that poses a big risk for the stock market. Ned Davis Research highlighted in a Thursday note that...
by junaidadmin | Jul 28, 2023 | Retirement
I’m often asked: “Is longevity a major consideration in my retirement planning process?” A little research on my part uncovered the TIAA Institute’s recent study which emphasizes an understanding of longevity is as crucial as financial literacy...
by junaidadmin | Jul 24, 2023 | Retirement
Writing in USA TODAY Blueprint Section Ashlyn B. and Hannah Alberstadt want you to imagine walking into a world of financial planning where the path to retirement is less like a perilous mountain trail and more like a leisurely park stroll. They claim that’s the...
by junaidadmin | Jul 13, 2023 | Financial Planning
It’s a big myth that financial planning is something only the wealthy need to do. It doesn’t matter whether you earn $50,000 a year or $500,000 a year. No matter what your income and assets look like, you need to make the most of your money and resources....
