Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your life in retirement. If you are arriving at 59.5 this year, you will be qualified to pull from your retirement funds without ...
While an index fund and a mutual fund may appear identical on the surface, there are numerous key differences between them that might be vital to your retirement portfolio. Both index funds and mutual funds diversify assets, and they are typically invested in a basket of stocks that aims to meet certain investment goals. Overview ...
The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided a balanced benefit, with high growth potential from stocks and a safety net from bonds.[1] The assumption was that stock and bond markets would ...
In 2022, the crypto industry was shaken up by capital flight as inflation emerged and the economic recession ensued. Shady and even fraudulent activities were uncovered at some of the most established companies. Cryptocurrencies that were once considered stable collapsed as a result. So, what is going on in the industry as it pertains to ...
One way or another, Individual Retirement Accounts will be involved in retirement planning these days. Whether you want to roll over a 401(k), time your withdrawals optimally, or make catch-up contributions, your IRA strategy may be one of the key components of your income strategy. However, there is a little-known timing strategy to get more ...
Having a strategy for how to invest your money so that you’re set for retirement is crucial to achieving the retirement you hope for. With no external income coming in, you'll need to follow a new set of rules for managing your retirement income, expenses, and investments—not just to keep your portfolio growing—but to ensure ...
Your daily routine, from tying your tie in the morning to loosening it when you get home, has probably been done for most of your life. When you retire, your daily routine and your financial routine will shift as well. Your saving and wealth accumulation strategy was in place in your working years. But in ...
The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation is accounted for. The real rate of return indicates whether you are gaining or losing purchasing power with your money. What is the Real Rate of Return? So, let’s look at a ...
We hear the term “bear market” and may start to panic. But bear markets don’t always last long, and one can be quite different from another. There are many factors that can influence the market, making it very hard to predict its movements. If you’re worried about a bear market, know the facts. How Long ...
Reaching retirement is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for isn’t a walk in the park, especially nowadays with inflation affecting where and how we spend. This is particularly true when ...
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