by Robert Sechrist | Jun 13, 2022 | financial planning, retirement
Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical activity. Being physically...
by Jason Sechrist | Jun 9, 2022 | financial planning
Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net worth to account for any significant changes in the past year....
by Jason Sechrist | Jun 2, 2022 | financial planning, Investments
KEY POINTS As consumer prices soar to historic highs, the Federal Reserve plans to raise interest rates. As a result, the cost of borrowing will get more expensive. Meanwhile, savings will benefit from higher interest rates. Here’s how consumers may want to rethink...
by Jason Sechrist | May 19, 2022 | financial planning, retirement
KEY POINTS The latest Federal Reserve Survey of Consumer Finances found the median amount of savings in Americans’ retirement accounts was $65,000. About half of all Americans are at risk of not being able to maintain pre-retirement standards of living, said Angie...
by Robert Sechrist | May 16, 2022 | financial planning, retirement
Getty Images KEY POINTS Nearly two-thirds — 62% — of workers identified company matches to 401(k) plans as important for reaching retirement goals in a recent survey from Principal Financial Group. Just 22% said that starting to invest in your twenties is key to a...
by Robert Sechrist | Apr 25, 2022 | financial planning, retirement
Getty image Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of outliving your money, boredom or making a huge financial...