It seems like every dollar you receive these days is taxable income. And with our country’s debt chances are tax rates will be going up sometime in your future! So, that creates some real concerns! The good news is that…
Your Money Your Retirement®! It’s not just the name of our radio show! It’s the driving force in our practice! Today, we’ll review one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on…
Will your money last…how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually…
We all know the basics of physical wellness – eat well, stay active, get enough rest. But when it comes to your finances, how do you know if you’re truly healthy? In this episode, we break down what financial wellness looks like and how to spot areas that may need attention – especially as you approach retirement.
Did you know that if you’re running your own business then you’ve got a few extra twists and turns on the road to retirement? No 401(k)? No problem. We’re digging into how you can get retirement-ready when a corporate 401(k) isn’t part of the picture.
Market crashes get the headlines, but two quiet threats – rising taxes and persistent inflation – could do even more damage to your retirement. In this episode, we break down how these risks can erode your savings and what steps you can take now to protect your financial future.
You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life’s curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.
Are you protecting your retirement from hidden risks? From market swings to rising costs, financial threats can quietly erode your nest egg. In this episode, we reveal key risks and how to prepare so your money lasts. Don’t miss this essential podcast to a more secure retirement.
Financial choices you make regarding retirement will be
some of the most important decisions you will make.
What are some of the things you may want to consider?
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the system’s complexities often proves challenging, leaving many to question the best way to optimize the benefits they will receive over their lifetime.
A longer life expectancy can expose women to various financial risks, including the possibility of outliving their assets. How can women help ensure their money lasts as long as they do?
Regularly rebalancing your portfolio is important to managing risk and helping to stay on track for your retirement goals.
Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retirement plans for essential income, preserving and optimizing these funds is important.
A recent survey of U.S. workers shows many Americans are not confident about the state of their finances. Credit card debt, costs of homeownership, and inflation, were cited as main struggles according to Edelman Financial Engines, who conducted the survey.
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