Investing and Personal Finance Archives » Page 3 of 5

Why It’s Time to Review Your Bucket One

January 20, 2023

We would like to spend just a couple of minutes talking about current fixed interest rates. Now, we probably don’t have to tell you that interest rates have moved up a lot in 2022. News of the Fed raising rates has been all over the financial news since March when they started the process. What… View Article

Investing and Personal Finance

Value Averaging: The Key to Surviving Market Downturns?

January 12, 2023

A good retirement plan and investment strategy should take market ups and downs into account, capitalizing on both. That’s value averaging.

Investing and Personal Finance

Don’t Fear Stocks in Retirement

January 5, 2023

One of the more common beliefs about retirement finance is that the older you are, the less exposure to equities you should have. In other words, with each passing year in retirement, you should cut back on your percentage of stocks in your portfolio. But we think that’s the wrong approach. In fact, you may want to do the exact opposite.

Investing and Personal Finance

Why You Should Consider Multiple Sources of Retirement Income

December 16, 2022

When it’s time for you to retire, it’s likely you’ll need a source of income to replace your salary. So how do you generate a reasonably stable income that will last as long as you do?

Investing and Personal Finance

If you’ve got a traditional pension plan from work, you’re one of only about 31% of Americans. Having a form of guaranteed income in retirement is always a nice benefit.

Why It’s Time to Review Your Bucket One

Stocks and Bonds Are Both Down – Here’s What You Should Do

Save Like a Pessimist, Invest Like an Optimist

What to Do with Sudden Wealth

5 Things to Do Before the End of 2022

The Hidden Dangers of High-Yielding Bonds

Why Chasing Stock Yield Is a Bad Idea

You Need to Know These Two Roth Rules!

Investing and Personal Finance

Value Averaging: The Key to Surviving Market Downturns?

Don’t Fear Stocks in Retirement

Why You Should Consider Multiple Sources of Retirement Income

A Way to Potentially Maximize Your Pension Payments

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