Can I Retire Early?
The pandemic has been a trying time for most of us. Our normal daily routines have been disrupted, giving way to new ways of living. We have had to adapt and change to new habits and lifestyles.
Inflation – What You Need To Know
There is much speculation among financial experts that inflation is going to rear its ugly head in the near future. Inflation is the scenario in which most things we purchase get more expensive over time. This can be devastating as your retirement savings don’t go as...
Long-Term Investing: The Key to a Successful Retirement
Being a successful long-term investor is easy as long as you keep these key takeaways into consideration: Be patient and remain calm in all market environments (we take each scenario into account when building your asset allocation).Your retirement time horizon could...
Biden’s Tax Reform: What You Need To Know
It’s no secret there are changes coming to the tax code. President Biden’s tax plans are still in development, but even if we see nothing out of Washington, most of the lower tax rates set under the Tax Cuts and Job Act of 2017 are set to expire at the end of 2025.
Mega Backdoor Roth IRA – what is it?
Does your 401(k) offer an after-tax component? If so, you might be eligible to take advantage of the “Mega Back Door Roth IRA strategy.”
Quarterly Investment Commentary – Q1 2021
It is hard to believe that we have been dealing with Covid-19 for over a year now. Remember where we were at the end of the first quarter of 2020: the longest bull market run in history had ended, we experienced the fastest bear market in history, and we were all...