Retirement planning may sound simple on the surface, you just save as much money as you can and then pull it back out when you’re done working, right? Ehhh not so much. The decision to retire might be the hardest financial decision you ever have to make. Sticking the...
When you get a raise, you get a golden opportunity to improve your finances. Earning more income doesn't happen very often throughout the course of your career. But increasing your income is the single best thing you can do to improve your financial position. The...
The beginning of the year means... tax time! If your income fluctuated in 2022 that means your tax bracket may have changed. So be sure to dig out and review all of your relevant documentation like last year's tax return, your Form W-2, your latest paystubs, and...
We are often asked "what can I expect my portfolio to return each year?". Historical stock market returns offer an answer. But that answer doesn't do a good job of setting expectations because average returns don't happen very often. In this week's video, Casey...
Everyone has expectations for what they'll do when they retire. But what happens if you get there and want to change plans? In this week's podcast, Tom, Tim, Brendan and Casey discuss whether or not it is okay to change plans in retirement. The guys also stress the...
How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week's video. He shares research that shows...
In this week's podcast, Tom and Casey recap the biggest financial stories from 2022. There was no shortage of things to talk about this year, from inflation and unprecedented interest rate hikes, to one of the most volatile years ever for the stock and bond market.The...
In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...
In this week's podcast, Tim and Casey highlight the changes coming to retirement plans as part of a new bill being passed by Congress. The new rules being introduced largely benefit folks saving for retirement, but it's important to understand the changes coming for...
Investing is so difficult because the future is always uncertain, but everything seems obvious after the fact. This leads investors into a harmful way of looking at the stock market called hindsight bias. In this week's video, Casey examines why investors fall victim...
