retirement planning

Finding Yield for Short-Term Investments

2022-10-20T15:16:22-04:00October 20th, 2022|

By Alex Albert, CFP® Highlights Interest for high-yield savings accounts and CDs are on the rise Bonds and treasuries are worth close consideration Estimated read time: 3 mins The Federal Reserve is fighting tirelessly to control inflation by aggressively raising the Fed Funds (short term) interest rate, and letting longer-term rates rise as it [...]

Why the U.S. Government’s Latest Action Benefits Bond Investors

2022-05-05T13:21:04-04:00April 18th, 2022|

By Alex Albert, CFP® Highlights A recap of the Federal Reserve’s approach during the pandemic How the latest course correction benefits investors Why rising rates make fixed income investments more attractive Estimated read time: 3 mins Interest rates represent the cost to borrow money whether as assessed on a credit card, a mortgage, or [...]

Four Steps Every American Should Take on the Path to Early Retirement

2021-10-07T08:21:37-04:00October 4th, 2021|

By Alex Albert, CFP® Highlights Americans want to retire earlier than ever (by age 62) Most don’t have the savings to support their expected retirement lifestyle We highlight several “must dos” for those planning early retirement Estimated read time: 4 mins COVID-19 has changed our attitudes and behaviors as individuals and as a society. [...]

The Best Retirement Approach During Your 40s

2021-09-24T09:35:00-04:00July 5th, 2021|

Highlights 5 things you should do to prepare for retirement once you turn 40 Appropriate for couples or individuals Relevant for those with savings and those starting from $0 Estimated read time: 5 mins Saving for retirement is largely out-of-focus for most Americans in their 40s. It’s a decade marked with added expenses, such as [...]

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