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7 Ways to Celebrate Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you're a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. This yearly event provides the perfect opportunity to reflect on spending habits, saving, investment strategies, and overall financial health. It allows us to rethink our financial [...]
Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving, but it's equally important to maintain a focus on long-term financial security rather than reacting to short-term market fluctuations. Regardless, the [...]
A Recent History of Federal Reserve Policy
The past quarter century has held times of economic prosperity and crisis in this country. Because your retirement hinges on your financial options and decisions, the economic health of certain parts of the financial world can dictate if and how you struggle, survive, or thrive in retirement. As such, it's arguable that no other institution has as much of a [...]
6 Important Facets of an Estate Plan
Estate planning is often viewed as something only the wealthy need, but the reality is that everyone can benefit from having an estate plan. Whether you have considerable wealth or modest assets, ensuring your assets and finances are handled according to your wishes is crucial. Without a will, a probate court may decide how your assets are distributed, which might [...]
How Lower Interest Rates Could Impact Your Money
The Federal Reserve recently announced their decision to lower interest rates, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to your retirement finances if you rely on interest-earning accounts like money market accounts, CDs, and savings accounts.[1] The Impact on Interest-Earning Accounts Interest-earning accounts, known for their stability and, of late, their relatively higher yields, [...]
The Great Wealth Transfer: Why Generation X is Set to Inherit Big
As the baby boomer generation ages and begins to pass down their fortunes, a significant shift in wealth distribution is on the horizon. While millennials and members of Generation Z often capture headlines regarding inheritances, it is Generation X that stands to benefit the most in the near term. According to a recent study by Wealth-X, the average age of [...]
4 Reasons Your Retirement Needs a Healthcare Strategy
As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure you thrive in your retirement years without the burden of unexpected medical expenses or health-related issues. Here are four compelling reasons why you need a healthcare [...]
The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious approach, it has not ruled out the possibility of economic struggles ahead, indicating a readiness to lower interest rates if necessary. This uncertainty [...]
Do You Have What You Need To Plan For Retirement?
Take Our StayRetired™ Planning Quiz
Our quiz is meant to prepare you for our planning process. By answering our short quiz, you’ll know what you already have prepared and what you may need to think on before we begin crafting your perfect plan for retirement. If you’re unsure on any of the questions, that’s fine – just answer honestly, and we’ll fill you in on what you need to know.
