Using your current financial statements, knowledge of your own retirement goals, and some other easily obtainable information, this one-page document can quickly help you determine whether you’re carrying significant risks in your current financial strategy that may put you in jeopardy of outliving your money. It can also be the first step in helping you…
After more than a decade of hovering at normal-to-below-average levels, inflation became a hot topic again in 2021 when it rose to over 4%. By March 2022, it had hit a 40-year high of 8.5%. This prompted the Federal Reserve to take its usual course of action to combat inflation: raising short-term interest rates. Over…
There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are synonymous. They are not. Total return is a sum of two things: income plus growth, as illustrated in the formula: TR=I+G.
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt Should I refinance my mortgage? Depending on when you bought your home, your mortgage interest rate may be higher than what’s available today. This means you may be paying more than you need to every month! Refinancing gives homeowners the opportunity to update their mortgage terms…
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