By Tom Alessi In an era of economic uncertainty, rising living costs, and shifting retirement landscapes, long-term financial planning has never been more critical—or more elusive. According to recent data, only 32% of Americans feel confident in their long-term financial plans. That leaves nearly 7 in 10 adults navigating their…
The Financial Review for Week of January 11 THE WEEK ON WALL STREET Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by…
US Treasuries Flashing A Warning Sign? Last night in our first Thirsty for knowledge Thursday of the New Year we the state of the state of the financial markets and where we see things headed from here. It was a little bit of looking back to see what’s ahead with a little…
CALLING ALL SENIORS - You don't want to miss this episode! We have special guests with us, Erin DiCarlo & Lauren Watts from Dovetail Companies and they cover all of the questions that you may have about what to do with your living arrangements now, and in the future - Should You Stay In Your Home and Age In Place? Or is a better option to Downsize? Relocate? What Senior Community Living? And these are just some of the questions that we'll be discussing.
We all have the dream of wanting to retire early, but the folks who follow the principles of FIRE actually realize that dream. Howver, there are sacrifices and choices they make that many of us would not follow. We feel there are some parts of the strategy that everyone can add or implement in their lives in some way.
Over the years of working with and supporting participants in many diffferent retirement plans, we've seen a lot of questionable behavior when it comes to how employees handle their accounts. These are the ones that occur most often, but are usually the easiest to fix. Are you making any of them with your accounts? Tune in to find out.