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Series I Bonds Providing a 9.62% Annualized Yield As inflation has pushed higher, Series I bonds which are tied to inflation have garnered headlines. Here is what you need to know. I Bonds are backed by the U.S. Government, they will not lose value and they pay interest in two parts, a fixed rate and…
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Retirement Savings Checkpoints As we embark into summer and head out on your annual summer vacation, you may find yourself envisioning the relaxation of your retirement years. Here is a guide on how much you should have in retirement savings based upon your age, family income and maintaining that lifestyle throughout retirement. Fee-based planning offered…
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The stock market has provided fairly consistent growth over the past decade and as high inflation, rising interest rates and the war in Ukraine continue to disrupt markets, it’s easy for investors to ask, “Will the market ever go up again?” The Federal Reserve has begun to raise short-term interest rates and have signaled that…
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Could a Sabbatical Increase Your Return On Life The personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your…
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Living Your Retirement As you focus in on living your best retirement life, here is a guideline to help you in preparing for your retirement journey. Five years from retirement – Begin to prepare Initiate the retirement discussion, among the topics to discuss are: Help them consider a target retirement. Create a plan to build…
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Return on Life There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). With ROL, money becomes a tool to help you live the life you…
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