Becky

Expenses That Can Disappear During Retirement

By Becky / December 5, 2018 / Comments Off on Expenses That Can Disappear During Retirement

  There’s plenty of expenses that you’ll have to worry about in retirement. With the cost of healthcare and entertainment, along with travel expenses generally rising in retirement, just to name a few, it can be reassuring to learn that there’s a few areas where you might save some money in retirement. In fact, here’s…

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Weekly Market Thought of the Week – What’s Next for International Stocks?

By Becky / December 3, 2018 / Comments Off on Weekly Market Thought of the Week – What’s Next for International Stocks?

As we near the end of 2018, the path forward may seem less clear than at the beginning of 2018. After an exceptionally strong 2017, the broad consensus was that international equities would once again outperform on the back of strong global growth and attractive fundamentals. But with a month left to close out the…

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Prepare Your Legacy for Your Loved Ones

By Becky / November 28, 2018 / Comments Off on Prepare Your Legacy for Your Loved Ones

When you look back at the nest egg you’ve accumulated over your working years, you are faced with a few tough questions. How much money should you spend in retirement? How much money should you set aside for your loved ones? Do you have a comprehensive estate and legacy plan built into your overall retirement…

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Weekly Market Thought of the Week – Harvesting Season for Tax Savings

By Becky / November 19, 2018 / Comments Off on Weekly Market Thought of the Week – Harvesting Season for Tax Savings

Most investors are unhappy when their investments decrease in value, and I’m no exception. However, there is a silver lining. By harvesting investment losses, you can offset taxes on gains and income. Let’s begin with some basic terms: A capital gain is a profit on an investment. There are two categories of capital gains: realized…

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Why is Estate Planning so Crucial?

By Becky / November 14, 2018 / Comments Off on Why is Estate Planning so Crucial?

  It may be hard to think about life after you’re gone. It’s not generally something that we like to talk about or even think about, but it is important to be prepared for. Although these are tough conversations, there is a lot of reasons why estate planning is so crucial to your overall plan…

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Weekly Market Thought of the Week – Global Monthly Focus

By Becky / November 12, 2018 / Comments Off on Weekly Market Thought of the Week – Global Monthly Focus

In 2018, investors experienced two corrections (i.e., a drop of 10% from a prior peak) in the U.S. equity markets: one in early February and the more recent one in October. However, the two corrections had very different impacts on asset classes, and the contrast between the two is worth a deeper look. The first-quarter…

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Catching a Retirement Curveball

By Becky / November 7, 2018 / Comments Off on Catching a Retirement Curveball

  As I’m sure we have all learned by now, life is unpredictable. Life throws you curveballs, and sometimes those curveballs might affect your retirement plans. But, by staying ahead of the game and being prepared, you can help to secure your retirement plans no matter what life throws your way. Catching a retirement curveball…

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Weekly Market Thought of the Week – Market Correction vs. Bear Market

By Becky / November 5, 2018 / Comments Off on Weekly Market Thought of the Week – Market Correction vs. Bear Market

October 2018 was a spooky month. The S&P 500 Index once again entered correction territory as it declined -10% from its peak during the summer. The continued pattern of declines again raises the question: Is this the beginning of a bear market? Of course, not all corrections turn into bear markets. Data from the Schwab…

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Prepare for Retirement Surprises

By Becky / October 31, 2018 / Comments Off on Prepare for Retirement Surprises

  Some people love surprises and some people hate them, but one thing’s for sure, retirement will be filled with them. You spent the past 35 or more years working full time in an office, getting used to the routine of a 9-to-5. However, a lot will change once you leave your job behind and…

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Weekly Market Thought of the Week – Markets Panic – Should You?

By Becky / October 30, 2018 / Comments Off on Weekly Market Thought of the Week – Markets Panic – Should You?

After nearly a decade of historically low interest rates and slow economic growth, the U.S. economy is picking up speed, bolstered by fiscal policies such as corporate tax cuts and less regulation of businesses. The economy grew 4.2% in the second quarter, the fastest pace in four years. Additionally, the job market is robust, with…

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