Financial Year-End To-Do’s
Rob Auclair joined The Rhode Show to share financial tasks you should take care of before the end of the calendar year. Chief among them is ensuring you are maximizing your retirement plan contributions. Topics Discussed: Fall is not too early Maximize your retirement plans How a financial advisor can help simplify The opinions voiced […]
Year-End Financial Checkup: Charting a Healthy 2024
As the year draws to a close, this is your moment to take stock of your finances and position yourself for a successful year ahead. From managing your tax opportunities to optimizing your budget and revisiting your investment portfolio, the transition to a new year naturally encourages a fresh perspective. Think of it as an […]
Rethinking Retirement: Your Bucket List Awaits
When you envision your golden years, what do you see? Many people assume life will simply slow down. And while some relaxation and a break from the daily grind is certainly in order, retirement marks the beginning of a new, exciting chapter of life. Every day in our work with clients, we’re reminded that the […]
I Paid Off My Student Loans–Now What?
Paid off your student loans? Congrats! Bidding goodbye to student loans is no small achievement. Now that you’ve cleared this hurdle, it’s time to look forward to your debt-free future. Consider it as an opportunity to re-examine your financial landscape. So, what’s next on the agenda? With your improved financial situation, you can finally focus […]
Is Semi-Retirement the Perfect Compromise?
As living costs escalate, lifespans lengthen, and work environments grow increasingly flexible, semi-retirement is garnering attention. Retirement is no longer a binary switch from work to leisure. Instead, people are redefining their future to include a more diverse retirement experience. This trend isn’t just about elderly workers taking up demanding jobs to get by. Semi-retirement, […]
From Stock Options to PTO: Factors to Evaluate Before Changing Jobs
If you’re considering changing jobs or pivoting careers, you’re not alone. In the past few years, trends such as The Great Resignation, Quiet Quitting, growing salary transparency, and the rise of remote work have reshaped the job landscape. American workers are on the move, employment revolution shows no signs of slowing down. High-earning professionals with […]
Investing in Your Child’s Future: Exploring Your Options for Your Child’s K-12 Education
Every parent dreams of providing their child with an exceptional education, and although not all K-12 educational systems are equal, there are many excellent opportunities to explore. The question is, would you prefer your child attend public school, undertake the duty of homeschooling, or pay out-of-pocket for private or boarding school education? Every option has […]
Understanding IRMAA: Financial Considerations for High-Earning Medicare Members
Embarking on the journey of retirement can present unique financial and tax considerations, especially for those who have accrued substantial wealth or have access to a higher income than the average retiree. Among these factors, the Income-Related Monthly Adjustment Amount (IRMAA), a special monthly fee, is particularly significant for high-earning Medicare members. Collaborating with a […]
Taming the Money Monster: Strategies for Addressing Financial Anxiety
Financial stress is a serious source of anxiety for many people. Regardless of income level, money concerns are a leading cause of worry and tension in the everyday lives of Americans. So if you’re feeling the strain, you’re not alone. A recent CNBC study found that 70% of respondents claimed to be stressed about personal […]
Retirement Income: Thinking Beyond Retirement Savings and Investing
Retirement planning is a complex process with high stakes. With so many options for managing savings and investments, it can be tough to know which approach is best. And with so many opinions floating around about how to achieve the retirement of your dreams, it’s challenging to sort through it all with confidence. Going the […]