Dreaming of retiring in your 50s? Walking away from your company’s health insurance can be a major roadblock ⛔️. Finding the right health insurance can be a scary proposition because … where do you start? Since you won’t qualify for Medicare until you turn 65, it can be a challenge. You may be looking at…
If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique benefits. Here’s how it works: Contribution Limits: If you’re under 50, you can contribute up to $7,000 in 2024 using after-tax dollars. This means you’ve already…
You think you have enough money to retire in your 50s? If that’s your dream, let’s talk about reality. I have this conversation all the time, and I’m not saying you can’t retire in your 50s. I’m saying you have work through the whole equation. Retirement is not just about covering basic expenses; it’s about…
Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of investing. As we navigate through the current market downturn in August 2024, it’s essential to stay focused and proactive. What’s Happening Right Now Why are markets having a bad day/week/quarter? Here’s what we know: Markets…
When do you picture yourself retiring? Wouldn’t it be nice if it was sooner than you think? Don’t write off the idea. 🌟 It could be possible! 🌟 Many people actually do retire earlier than expected. This makes it crucial for you to start planning now. I like to think about it in terms of…
As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing your beneficiaries. Whether it’s for your retirement accounts, life insurance policies, or estate planning documents, keeping your beneficiaries up to date can have significant implications…