by Asset Strategy | Nov 30, 2022 | Barron's, Inflation, Retirement Planning
Barron’s Retirees and investors on the cusp of retirement are under stress this year. Inflation has spiked to multidecade highs, stocks have tumbled, and bonds—a haven in normal times—have slumped. The traditional portfolio consisting of 60% stocks and...
by Asset Strategy | Nov 16, 2022 | Barron's, Retirement, Retirement Planning
Barron’s Retirement Tip of the Week: If you haven’t checked the allocation of your investments recently, do so now to make sure that the makeup of your portfolio will keep you on track for your goals. If your portfolio breakdown is off, it’s time to...
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 | Nov 7, 2022 | Retirement Planning
The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that come with aging. As we age, the potential for cognitive decline increases, ranging from simple forgetfulness to dementia. Long-term...
by Asset Strategy | Oct 31, 2022 | Financial Planning, Investing, Retirement Income, Retirement Planning
Accumulating wealth during your saving years is crucial to having enough resources to live a comfortable retirement. However, developing a retirement that you really want is really a matter of using your savings to pay for your living expenses. You may have discovered...
by Asset Strategy | Oct 24, 2022 | Financial Planning, Retirement Planning
Having the ability to structure your income to help minimize taxes is just one of the advantages of optimizing your retirement savings. You should also avoid paying higher taxes or penalty fees, and there are certain regulations and rules you should be aware of. Here...
