Debunking misconceptions on taxes, Social Security, and beyond Retirement is a long-awaited milestone, but outdated assumptions can lead to costly surprises. From taxes and Social Security to healthcare and investment strategies, here are 10 common myths to...
No matter where you are on life’s journey, investing in your future is always a good idea. But what that looks like will change over time. Your priorities shift, your income grows, and your tolerance for risk evolves. That’s why it’s smart to regularly revisit your...
Think of a mid-year retirement portfolio review as a financial check-up—not a full overhaul, but a moment to pause, reflect, and make thoughtful adjustments. It’s a smart way to ensure your retirement plan is still working for you and aligned with your goals. You’ll...
Key factors to consider and questions to ask before committing to a financial partner Choosing a financial advisor is one of the most important decisions you’ll make on your path to financial security. Whether you’re just starting to build wealth, planning for...
Many of us name beneficiaries when establishing a retirement account, but we often forget to review them. Keeping your beneficiaries up to date ensures your assets go to the right people and prevents unintended complications. A common misconception is that an...
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family’s future. As first seen on Retirement Daily on TheStreet. By Lisa Grefe, Wealth...
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