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...
by Asset Strategy | Nov 15, 2022 | Financial Planning, Retirement Planning, Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. When to...
by Asset Strategy | Jul 18, 2022 | Financial Planning, Retirement Income, Retirement Planning
There comes a time in your retirement plan when you stop asking “How much can I grow my portfolio?” To, “How can I live the life I want with my savings?” You’ve worked hard to grow your nest egg, and now you must preserve it from market downturns, making it last for...
by Asset Strategy | Jul 12, 2022 | Retirement Planning
While many look forward to retirement, it can be a difficult transition when it really comes down to it. Some people don’t know what to do with all of their free time and miss the personal connections that work used to provide. Perhaps that’s why more people are...
