Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial [...]
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these [...]
When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their own unique features, advantages, and [...]
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so you can understand how they may [...]
In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your [...]
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has [...]
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it's essential to consider various strategies to [...]
First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have [...]
Warren Buffet is one of the richest men in the world, and he is regarded as one of the savviest investors in history. Thankfully, he is fairly open about his investment strategies. If you [...]
There’s a hack to retirement that you may not know about: passive income strategy. The usual tried and true plan for retirement, where you save money in a tax-advantaged account and claim Social Security, [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Creative Retirement Planning. Creative Retirement Planning is a separate and unaffiliated entity from Simplicity Wealth.
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