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Independence is an important value to all Americans. It's also a value that's central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance. As we move past the 4th of July and head into the second half of the year, ask yourself how these three areas of financial independence are affecting your planning and how to get more Return on Life going forward.
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - June 2024
A family might spend decades working and saving towards the goal of owning a vacation home. The memories made are priceless, but the personal, emotional, and financial costs of keeping that house in your family for generations can be very high and very painful without thorough planning.
Prepare a family retreat into your legacy plan and make sure you discuss these three points with your heirs, your attorney, your CPA, and your financial advisor.
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - May 2024
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save the money or pay down debt? Invest the funds or donate to charity?
While rushing to book a vacation with proceeds from a windfall may be tempting, it might be more rewarding to use the funds to shore up your finances for the long run. Here are five strategies to consider:
It is natural for investors to search for safe investment havens with geopolitical conflicts and inflation. Some advocates of gold believe investors should allocate a significant portion of their portfolio to the asset citing the benefits of strong long-term returns and inflation protection. However, if you look at the evidence, you may start to doubt the role of gold in your portfolio…
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - April 2024
Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life.
Just as the rain nourishes the soil and helps plants grow, taking the time to "spring-clean" your financial plan can help you grow and thrive in the months and years ahead.
When you're a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a year, or a couple years, and realize you don't feel as fulfilled as you thought you'd be. All those hours puttering around the house might suddenly feel like a precious resource you've wasted.
Being a good steward of your time is a skill that will only become more important as you progress in retirement. Here are some ideas to help you manage your days with a sense of purpose and contentment that will improve your Return on Life.
