Financially Speaking Blog
How to Make Your Money Last
We believe it’s perhaps one of the most common question that retirees ask financial services professionals: How do I make my money last for my lifetime? An AARP article, 5…
Sectors: Overweight, Underweight, or Just Right?
The U.S. stock market had a banner year in 2021, with the S&P 500 index up almost 27%. Unfortunately, stocks turned downward on the second trading day of 2022 and…
Medicare Prices Will Change In 2023
As 2022 heads to the finish line, those receiving Medicare benefits have received a dose of good news. Medicare Part B premiums and deductibles will shrink next year because the…
Retirement Savings in a Volatile Market
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some points to help you stay…
Are You Maxing Out Your 401(k)?
For many Americans, a 401(k) is a huge part of their financial strategy. That’s because, for a lot of folks, a 401(k) and Social Security will be their primary sources…
How Do I Know When It’s Time To Retire?
Wondering when it’s an appropriate time to retire? Let’s look at some of the common indicators that you may be ready to leave work for good. An Investopedia article, 6…