by Jackie Bramel | Oct 2, 2024 | Retirement
In the world of investing, uncertainty is often the only certainty. Over the past few months, we’ve discussed key components of retirement readiness, risk tolerance, and the impact that our behavioral biases can have on our financial well-being. Today, I’d like to...
by Jackie Bramel | Sep 25, 2024 | Retirement
When it comes to investing, there’s a well-worn truth that’s easy to forget in the heat of the moment: your portfolio is as unique as your fingerprint. It’s designed around your goals, your risk tolerance, and your financial future. Yet, many investors find themselves...
by Jackie Bramel | Sep 19, 2024 | Retirement
Retirement is often seen as the ultimate goal—the reward for years of hard work and saving. But for many, the transition to retirement comes with unexpected challenges, especially when it comes to managing finances. Bad spending habits developed during working years...
by Jackie Bramel | Sep 11, 2024 | Retirement
When we think about retirement, the first thing that comes to mind is often finances: savings, income streams, and whether we’ve accumulated enough to last through our golden years. But there’s another equally important question that doesn’t get asked enough—are you...
by Jackie Bramel | Jul 31, 2024 | Retirement
IntroductionThe SECURE Act brought significant changes to retirement planning, particularly with the introduction of the ten-year rule for inherited IRAs. Recently, the IRS provided much-needed clarification on how this rule should be implemented, offering new...
by Jackie Bramel | Jul 17, 2024 | Retirement
Retirement planning is a journey filled with hopes and dreams. But the road to a secure retirement is not without its challenges. One of the most significant challenges retirees face is the sequence of returns risk. Understanding this risk and setting clear retirement...
