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Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future

How Much Should You Have Saved for Retirement by Now? (Ages 45, 50, or 60)
“Retirement is wonderful if you have two essentials – much to live on and much to live for.” -Unknown We are sure you have already asked yourself the question, “How

What Is the $1K Per Month in Retirement Rule?
Planning for retirement can feel overwhelming, but understanding key strategies can make the process smoother. One such strategy is the $1,000 per month rule, a simple guideline to estimate how

Difference Between Retirement Ages for Boomers, Gen X, and Millennials
“It’s time to enjoy the things you never had time to do when you worked.” -Catherine Pulsifer What are Boomers, Millennials, and Gen X retirement savings like? Who is saving

How to Assess Your Retirement Income Needs Accurately
“Wealth is the ability to fully experience life.” -Henry David Thoreau If you’re beginning to think about retirement, then you may already be wondering what your retirement income needs will
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They Say Millennials Are Lazy? Prove Them Right By Retiring Early & Comfortably
“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win

Gen X Is Coming Up on an Important Retirement Milestone
Here’s What You Need to Know Members of Generation X are approaching a significant milestone in their retirement planning. Starting July 1, 2024, the eldest members of this generation will

How The Rich Slash Their Alternative Minimum Tax (AMT) Payments
“Wealth is not about having a lot of money; it’s about having a lot of options.” -Chris Rock How to minimize AMT payments? If you have never thought about this

How Owning Rural Land Helps The Wealthy Increase Tax Savings
“Wealth is the product of man’s capacity to think.” -Ayn Rand Did you know that there are land investments with tax benefits? That’s right, and they may be the opportunity