by Asset Strategy | Feb 22, 2023 | Financial Planning, Forbes
A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a...
by Asset Strategy | Feb 20, 2023 | Financial Planning
We’re constantly hearing about financial planning. It’s a term that follows us in day-to-day life, in TV commercials, radio and podcast ads, and even on billboards. By now, most of us are probably aware that it is smart and beneficial to have a financial...
by Asset Strategy | Feb 15, 2023 | Financial Wellness, Forbes
Wellness is a concept that has found its way into more and more corners of American life. At its heart, wellness is about adopting practices—like exercising more and eating healthy—that help you live a better life. These practices can also help you improve your...
by Asset Strategy | Feb 13, 2023 | Retirement Planning
Retirement planning is an essential part of financial planning and can be a significant source of stress for many couples. It is crucial to have open and honest conversations with your spouse about your retirement goals, expectations, and concerns to ensure that you...
by Asset Strategy | Feb 8, 2023 | Retirement Planning, The New York Times
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their money. But 2022 was a nail-biter: Bonds plunged alongside stocks, and many people in or nearing retirement wanted investments that would guarantee a smoother ride. Many of...
