by Asset Strategy | Nov 21, 2023 | Retirement, Retirement Planning
Staying confident in retirement is an essential aspect of enjoying one’s golden years to the fullest. Retirees in today’s world can expect to live longer than previous generations and enjoy retirement in new ways. Gone are the days when people worked 50...
by Asset Strategy | Nov 20, 2023 | Economy, Financial Planning
There are fears about a recession on the horizon for the US, and you may be wondering how that could affect your retirement plans.[1] You might need to adapt your retirement strategies if you are going to retire during a recession. Why are there fears of a recession?...
by Asset Strategy | Nov 15, 2023 | Retirement, Retirement Planning
If you are looking to retire in five years, now may be a suitable time to do a realistic retirement-needs analysis. The last five years before retirement may be a significant period, at least in terms of retirement preparation. This is because you must assess whether...
by Asset Strategy | Nov 13, 2023 | Taxes & Tax Planning
As the holiday season kicks into gear, we understand that your retirement strategy may not be at the front of your mind. But as the year draws to a close, it’s actually a great time to button up your tax plan to optimize your 2023 and 2024 taxes. Given that...
by Asset Strategy | Nov 8, 2023 | Healthcare & Medicare, Retirement, Wall Street Journal
Health-Savings Accounts (HSAs), and the triple tax benefits they can bestow aren’t necessarily a secret anymore. But these accounts remain a mystery for many Americans. Not everyone has the option to participate in an HSA, but even if they do, many don’t use it fully....
