When it comes to your retirement, there’s no time like the present to review your Required Minimum Distributions (RMDs). Whether you’re already in retirement or approaching it, taking the time now to evaluate your RMD strategy could provide you with more options than if you wait until the end of the year. So, let’s break …
Welcome to the New Year! January is a time for fresh starts, setting goals and dreaming about plans for the future. Every year, I look forward to hosting a Vision Board party – a cherished tradition where friends and family gather for an afternoon of mapping out our hopes and aspirations on poster boards teeming …
As the season of gratitude approaches, many of us reflect on the blessings we’ve received throughout the year. It’s a time to appreciate what we have and consider how we can share our good fortune with others. Integrating charitable giving into your financial plan is not only a meaningful way to support causes close to …
Maximizing Your Retirement Strategy for GenX and More In the era of mixtapes and MTV, you mastered the art of the rewind button while wearing neon-colored clothing and jelly shoes. Of course, you rocked a scrunchie and knew your way around a can of Aquanet. Fast forward and here you are enjoying the bold strokes …
As the leaves turn golden and the air grows crisp, autumn ushers in a season of change and reflection. This time of year presents a unique opportunity to harvest the fruits of your professional labors and plant the seeds for future financial growth. A 2024 Women & Investing Study conducted by Fidelity found that 71% …
This year marks the 50th anniversary of the iconic (and terrifying) Steven Spielberg movie “Jaws,” which made an entire generation of beachgoers look twice at the waves before diving in. If you were a kid when you first saw Jaws, you’re probably STILL a little bit scared of the water (but of course you’re not …
Shaping Retirement on Their Own Terms For GenX women, born between 1965 and 1980, the prospect of retirement is as varied and unique as the lives they lead. Many are balancing careers with caregiving roles, and family structures span married, single, divorced, and widowed individuals, who may, or may not, have children. Given this diversity …
Tax season can feel overwhelming, especially when you’re juggling family, personal and professional commitments. In a recent survey by Wallet Hub, almost one third of respondents polled said they would rather serve on jury duty than do their own taxes. (1) The right strategies can help make preparing your taxes transform from a source of …
As you approach retirement, it’s a fitting time to reflect on the financial journey that has brought you to this milestone. The years of hard work, diligent saving, and prudent investing have laid the foundation for a comfortable and fulfilling retirement. (1) This is a moment to not only appreciate the progress you’ve made but …
As Thanksgiving approaches, it’s a natural time to reflect on the many blessings in our lives—family, friends, health, and the experiences that have shaped us. But have you ever considered how cultivating gratitude can also enhance your financial well-being? Embracing a mindset of thankfulness (1) can positively influence your financial decisions, reduce stress, and lead …