by Asset Strategy | Feb 6, 2023 | Investing
IRA stands for “Individual Retirement Account”. These accounts are traditionally used by individuals who either don’t have a 401(k) or are looking for supplemental retirement savings in addition to what they save through their place of work. There are two major kinds...
by Asset Strategy | Feb 1, 2023 | Economy, Financial Planning, Retirement Planning
A recent report indicates that issues with inflation are starting to get better, but consumers are still seeing increases in the prices of basic needs like gas and groceries.[1] The rate that things are becoming more expensive has slowed down and has been for some...
by Asset Strategy | Jan 9, 2023 | Lifestyle
When you lose a spouse, partner, or parent, the grief can be overwhelming. During that grief, life goes on. There are arrangements to be made, things to be taken care of, and much more to do. In recognition of this reality, here is a checklist that you may find useful...
by Asset Strategy | Dec 12, 2022 | Retirement Planning
If you’ve been looking into how to plan for retirement according to your long-term retirement timeline, chances are you’ve heard of target date funds. But what are they really? Target date funds are either mutual funds or exchange-traded funds (ETFs) that aim to help...
by Asset Strategy | Nov 21, 2022 | Financial Planning
Some of the biggest challenges many people face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not just for college anymore. Added to the tuition eligibility are K-12, private and religious schools. These funds...
