Lifelong Blog
Our nationally recognized, weekly blog posts.
4% Drawdown Rule
4% Drawdown Rule In any industry, there are generally rules of thumb to go by. They aren’t necessarily hard and fast rules, but general guidelines to abide by. When it comes to financial planning one of the quickest and easiest ways to determine one’s ability to retire is the 4% drawdown rule. In short, this […]
Revoking a Power of Attorney
Revoking a Power of Attorney A power of attorney is a powerful legal document that grants someone else the authority to act on your behalf. However, there may come a time when you need to revoke or cancel this arrangement. Whether it’s due to a change in circumstances, a breach of trust, or simply a […]
Is Dividend Investing Worth It?
Is Dividend Investing Worth It? As an investor, you’re likely always on the lookout for strategies that can help you grow your wealth over the long term. One approach that has gained significant attention in recent years is dividend investing. But is this investment approach truly worth your time and money? In this extensive guide, […]
The Definitive Guide to Building an Effective Emergency Fund
The Definitive Guide to Building an Effective Emergency Fund Unexpected financial emergencies can strike at any moment, leaving individuals and families in a precarious situation. Whether it’s a sudden job loss, a major medical expense, or a costly home repair, having a well-stocked emergency fund can be the difference between weathering the storm and falling […]
The Differences Between Debit and Credit Cards
The Differences Between Debit and Credit Cards Debit and credit cards have become ubiquitous in our daily financial transactions, offering convenience and flexibility. However, beyond their surface similarities, these two payment methods differ significantly in their underlying mechanics and implications. Understanding the nuances between debit and credit cards can empower consumers to make informed choices […]
Can I have a 401(k) and an IRA?
Can I have a 401(k) and an IRA? When it comes to planning for retirement, many individuals rely on a combination of retirement savings accounts to secure their financial future. Two popular options for retirement savings are a 401(k) and an IRA (Individual Retirement Account). Both of these accounts offer unique benefits and features that […]
2.9 Billion Social Security Numbers Leaked – Now What?
2.9 Billion Social Security Numbers Leaked – Now What?
Fed Comments Boost Sentiment as Equities Rise
Fed Comments Boost Sentiment as Equities Rise Equity markets rose last week as comments from the Federal Reserve provided more certainty to investors that a rate cut will occur in September. Global equities (represented by the MSCI All Country World Index) were up 1.73%, while domestic stocks (represented by the S&P 500 Index) were up […]
Planning for Travel in Retirement: Make the Most of Your Golden Years
Planning for Travel in Retirement Retirement is a time of newfound freedom and endless possibilities. Many people dream of traveling the world during their golden years, exploring new cultures, experiencing different landscapes, and creating unforgettable memories. If you’re one of those individuals who envisions a retirement filled with exciting adventures, then this article is for […]
How to Optimize Your Tax Strategy and Minimize Overpayments
How to Optimize Your Tax Strategy and Minimize Overpayments When it comes to managing your finances, taxes are an inevitable part of the equation. However, overpaying your taxes can mean giving the government an interest-free loan while missing out on opportunities to make your money work for you. In this article, we will explore potentially […]
4% Drawdown Rule
4% Drawdown Rule In any industry, there are generally rules of thumb to go by. They aren’t necessarily hard and fast rules, but general guidelines to abide by. When it comes to financial planning one of the quickest and easiest ways to determine one’s ability to retire is the 4% drawdown rule. In short, this […]
Revoking a Power of Attorney
Revoking a Power of Attorney A power of attorney is a powerful legal document that grants someone else the authority to act on your behalf. However, there may come a time when you need to revoke or cancel this arrangement. Whether it’s due to a change in circumstances, a breach of trust, or simply a […]
Is Dividend Investing Worth It?
Is Dividend Investing Worth It? As an investor, you’re likely always on the lookout for strategies that can help you grow your wealth over the long term. One approach that has gained significant attention in recent years is dividend investing. But is this investment approach truly worth your time and money? In this extensive guide, […]
The Definitive Guide to Building an Effective Emergency Fund
The Definitive Guide to Building an Effective Emergency Fund Unexpected financial emergencies can strike at any moment, leaving individuals and families in a precarious situation. Whether it’s a sudden job loss, a major medical expense, or a costly home repair, having a well-stocked emergency fund can be the difference between weathering the storm and falling […]
The Differences Between Debit and Credit Cards
The Differences Between Debit and Credit Cards Debit and credit cards have become ubiquitous in our daily financial transactions, offering convenience and flexibility. However, beyond their surface similarities, these two payment methods differ significantly in their underlying mechanics and implications. Understanding the nuances between debit and credit cards can empower consumers to make informed choices […]
Can I have a 401(k) and an IRA?
Can I have a 401(k) and an IRA? When it comes to planning for retirement, many individuals rely on a combination of retirement savings accounts to secure their financial future. Two popular options for retirement savings are a 401(k) and an IRA (Individual Retirement Account). Both of these accounts offer unique benefits and features that […]
2.9 Billion Social Security Numbers Leaked – Now What?
2.9 Billion Social Security Numbers Leaked – Now What?
Fed Comments Boost Sentiment as Equities Rise
Fed Comments Boost Sentiment as Equities Rise Equity markets rose last week as comments from the Federal Reserve provided more certainty to investors that a rate cut will occur in September. Global equities (represented by the MSCI All Country World Index) were up 1.73%, while domestic stocks (represented by the S&P 500 Index) were up […]
Planning for Travel in Retirement: Make the Most of Your Golden Years
Planning for Travel in Retirement Retirement is a time of newfound freedom and endless possibilities. Many people dream of traveling the world during their golden years, exploring new cultures, experiencing different landscapes, and creating unforgettable memories. If you’re one of those individuals who envisions a retirement filled with exciting adventures, then this article is for […]
How to Optimize Your Tax Strategy and Minimize Overpayments
How to Optimize Your Tax Strategy and Minimize Overpayments When it comes to managing your finances, taxes are an inevitable part of the equation. However, overpaying your taxes can mean giving the government an interest-free loan while missing out on opportunities to make your money work for you. In this article, we will explore potentially […]