Money

Cartoon character contrasting Monday blues with Friday happiness, symbolizing work-life balance and retirement planning.

Staggered Retirement

08/19/2024
Last week in our discussion of J.P.Morgan’s 2019 study Three Retirement Surprises we examined why...
Left / Money
"Retirement planning tools with graphs, calculator, and suitcase symbolizing financial security and senior lifestyle."

Is 60/40 Still a Thing?

08/19/2024
The 60/40 portfolio (60% equities, 40% bonds) has been a staple of investment strategy for...
Featured Posts / Money
social security please hold

Social Security, Please Hold

08/12/2024
Thank you for calling Social Security, Your Estimated Wait Time is… No matter what the...
Featured Posts / Money
Why does Retirement Feel Expensive

Why does Retirement Feel Expensive?

08/12/2024
Over the years, we've been exposed to countless presentations on how financial advisors model retirement...
Featured Posts / Money
Cartoon Vector illustration of a big pile of money banknotes

JUNK Fees

08/05/2024
The Consumer Financial Protection Bureau is taking companies to task to make sure you aren’t...
Money / Right
The Ways and Means of What Will Become of Social Security

The Ways and Means of What Will Become of Social Security

08/05/2024
As headlines increasingly spotlight a potentially shaky future for Social Security, the irony becomes evident:...
Featured Posts / Money

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