by mistyriver | Jun 21, 2022 | Financial Articles
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start. One question many people...
by mistyriver | Jun 14, 2022 | Financial Articles
Forty-four percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the...
by mistyriver | Jun 7, 2022 | Financial Articles
Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net worth to account for any significant changes in the past year....
by mistyriver | May 31, 2022 | Financial Articles
Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement....
by mistyriver | May 24, 2022 | Financial Articles
HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps...
by mistyriver | May 17, 2022 | Financial Articles
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And almost weekly, the Internal Revenue Service publishes a 20- to 50-page bulletin about various aspects of the tax code.2 Fortunately, it’s not necessary to...
