by Stacy Brasher on Nov 19, 2024
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.
Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future.
by Stacy Brasher on Nov 2, 2024
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That means that many of us are not discussing money as much as we probably should be.1
Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial literacy.1
by Stacy Brasher on Oct 19, 2024
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?
It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money.
Let’s break it down.
by Stacy Brasher on Oct 2, 2024
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset.1
And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general.1
With that, understanding your money mindset can start to highlight where it may be weaker — and what you may be able to do to improve it and leverage it better.
by Stacy Brasher on Sep 19, 2024
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.
Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness.
When you turn 50, you can start to make "catch-up" contributions to your 401(k)s, 403(b)s, IRAs, and other retirement accounts.
by Stacy Brasher on Sep 4, 2024
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than it actually is.1
That could be because we’re seeing higher prices practically everywhere.1
Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.1
by Stacy Brasher on Aug 20, 2024
Can you relate to any of the following?
It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives.1
by Stacy Brasher on Jul 18, 2024
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1
That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of life and your opportunities to live your best life in retirement.2
by Stacy Brasher on Jul 2, 2024
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts.
Here’s a breakdown of 4 estate planning missteps and how to fix them:
by Stacy Brasher on Jun 19, 2024
