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Insight And Resources To Help You

Achieve Enhanced Wealth Creation And Protection.

Beyond Conventional Financial Blog

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Retirement Considerations in Your 60s

Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality. Immediacy is a decision that’s completely up to you. According to the Employee Benefit Research Institute (EBRI), in 2021 39% of all workers expect to retire at age 66 or older. As you enter your 60s, what shapes your retirement decision? What constitutes a strategic retirement plan? Here are four things to consider.

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Quickstart Guide to Estate Planning Terms

Financial professionals can bring a lot of clarity and support to the estate planning process, and they can help you develop the optimal plan for your specific circumstances. To jump start the conversation, here’s a quickstart guide to estate planning terms, along with a few questions to ask.

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Retirement Myths for Women

The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort. At age 65, there are twice as many women as men.1 Given varied roles throughout their lifetime and a changing career path, women need to take charge of their own retirement planning. Here are three myths women face, and the retirement planning realities.

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The Pros and Cons of 529 College Savings Plans

If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for accumulating the necessary funds to pay for college is through a 529 college savings plan. But, is it the right approach?

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Financial Fixes: Beware of Market Bubbles

Through the lens of history, we know this was an early market bubble, and as the saying attributed to George Santayana promises, “Those who cannot learn from history are doomed to repeat it.” Yet people continue to lose money on the next big thing with every business cycle, from subprime bubbles, to tech bubbles, to housing bubbles.

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Beyond the Breadwinner: Is Your Household Protected?

Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts. One spouse may go out into the world and earn a paycheck, while the other stays home and keeps the household running. Each person has an important role separately; but together, they create a family and a home. If either spouse were suddenly unable to contribute, the entire family would suffer.

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Financial Hacks for Millennials: The Great Wealth Transfer

Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.

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Is it Too Late to Plan for Retirement?

In a perfect world, we all begin saving for retirement in our mid-20s—and the closer we get to retirement, the more confident we feel about having enough saved to live comfortably. However, we do not live in a perfect world. In reality, life throws at us many twists and turns that leave many behind in their retirement savings.

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