Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
by Ray Sagner on May 20, 2024
by Ray Sagner on May 20, 2024
by Ray Sagner on May 2, 2024
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2
And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago.2
They’re becoming more personalized and harder to detect from real opportunities.1
by Ray Sagner on Apr 25, 2024
by Ray Sagner on Apr 18, 2024
How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly two big factors.
But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive.
So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Will I Retire Wealthy? These 5 Signs Point to YES
by Ray Sagner on Apr 2, 2024
by Ray Sagner on Mar 18, 2024
by Ray Sagner on Feb 9, 2024
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1
That sounds simple.
Yet it doesn’t happen as much as it should in the real world.1, 2
That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.2
Instead, we could be letting some tricky biases get in our way.2
by Ray Sagner on Feb 2, 2024
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a lot of us, causing more election stress than ever before.1
It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.
Here’s a handful of key factors to keep in mind when you’re investing in an election year.
by Ray Sagner on Jan 11, 2024
by Ray Sagner on Jan 10, 2024