by Asset Strategy | Mar 6, 2023 | Retirement Planning
Planning for retirement can be challenging, especially for small business owners who are juggling multiple responsibilities and may not have the same resources as larger companies. However, with proper planning, small business owners can take steps to ensure a...
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...
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 25, 2023 | Investopedia, Retirement, Retirement Planning
When you change jobs, you generally have four options for your 401(k) plan. One of the best options is doing a 401(k) rollover to an individual retirement account (IRA). The other options include cashing it out and pay the taxes and a withdrawal penalty, leave...
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...
