by lportee53 | Apr 9, 2025 | Resources
Understanding the Differences between Roth and Traditional Retirement Accounts Planning for retirement involves making important decisions about where to invest your money, and one of the biggest choices is whether to contribute to a Roth or Traditional retirement...
by lportee53 | Apr 9, 2025 | Resources
March 2025 Market Update Last month brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and what could be ahead. Read on for a monthly summary of what you...
by lportee53 | Mar 12, 2025 | Resources
Considering Early Retirement? Key Factors to Consider: Retiring early is a dream for many, offering the freedom to pursue personal interests, travel, or spend more time with family. However, achieving this goal requires careful planning and financial discipline to...
by lportee53 | Mar 12, 2025 | Resources
February 2025 Market Update Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. As we enter a new month, staying informed is essential. Explore our latest market summary to understand what...
by lportee53 | Feb 11, 2025 | Resources
Key Social Security Ages You Need to Know Navigating Social Security can be complex, but knowing the key ages can help you plan effectively for your retirement and maximize your benefits. Below are the essential Social Security milestones you should be aware of. Key...
by lportee53 | Feb 11, 2025 | Resources
January 2025 Market Update It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time to offer a quick overview of key events. Month at a Glance If the first month of the year is any...
