Whether you’re accumulating for retirement or spending down your accumulations in retirement, a plethora of financial tasks await you this year. Noting that “The myriad tasks associated with maintaining an organized financial life seem daunting in list form, but more manageable when spread throughout the year”, the author of today’s article outlines a month-by-month approach to tackling these tasks that can be customized to suit your needs – as well as some important financial dates to remember. CLICK HERE.
The Federal Reserve just raised interest rates once again and another two rate hikes are now likely before the end of the year. Against this backdrop, the author of today’s article acknowledges that “many market participants, especially retirees with fixed-income-heavy investment mixes, are reasonably concerned about what a period of rising interest rates could mean for their portfolios and for the rest of their financial lives” – and outlines a number of rising rate do’s and don’ts for retirees to consider. For more, CLICK HERE.
Spring cleaning need not – and perhaps should not – be limited to your home. Rather, you might be well-served to extend your spring cleaning into your financial life. The author of today’s article identifies seven areas of your financial life to consider including in such an undertaking (including estate planning, investments, debts, and old retirement accounts), tasks to complete for each area – and some specific tools to aid in that process. For more, CLICK HERE.