2022 is in the rearview mirror, and most people are glad to see it go. It was a year of high inflation and low investment returns, the worst in over a decade. It’s difficult to know if 2023 will be better than its predecessor, but one thing is sure. Regardless of what happens next year, […]
Most of us have heard the phrase ‘Christmas in July.’ Some of you may even consider it a little worn. It’s usually assigned to some event or sale designed to separate you from your money. So, let’s make a new out-of-season event to help you keep more money in your pocket. We’ll call it “Tax […]
The idea of living as an expatriate is nothing new. Ernest Hemingway wrote about it, and Jimmy Buffett made the idea a staple of his music. But back in Hemingway and Buffett’s heyday, ex-pats were more of the exception than the rule. Today, lots of U.S. citizens live in other countries The lure of foreign […]
Hitting 50 is one of the milestones in life that cause many to pause and reflect. Some think about relationships with family and friends. Others use the moment to learn from past successes and mistakes. But it’s hard to deny that many also have one thought about the future. That is, will I be able […]
Last week’s blog talked about setting financial goals. If you are one of the millions of people who transitioned to the gig economy last year, one of those goals might be finding a retirement vehicle to replace your 401(K). One of the most flexible ways is to start an Individual Retirement Account or IRA. When […]
In your 20’s, there’s a lot to look forward to. Maybe you just landed a big job and started your career. Or perhaps you just started your own business. But while you are focusing on these things, it’s good to look ahead, as well. All that hard work can pay off in a great retirement […]