by Robert Sechrist | Jan 9, 2023 | financial planning, retirement
Healthcare is one of the biggest costs you will face in retirement. In fact, by many estimates, it’s the single biggest cost for retirees. A representative study by Fidelity found that a 65-year-old couple in 2022 will need more than $315,000 to cover their healthcare...
by Jason Sechrist | Dec 29, 2022 | financial planning, Investments, retirement
Lists of retirement advice for the year to come generally all sound the same—but that’s not the case this year. Retiring during a bear market is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and...
by Robert Sechrist | Dec 19, 2022 | financial planning
KEY POINTS Humans evolved with a powerful bias against loss. That cognitive impulse helped humans survive, but impedes many investors from making sound decisions. “Loss aversion bias” causes people to invest too conservatively, sell stocks during downturns to avoid...
by Robert Sechrist | Dec 12, 2022 | financial planning
I asked a financial advisor to review my portfolio and share 6 ways I can recession-proof my finances before it’s too late I shared my finances with an advisor to get his advice for preparing for a recession. He said to make sure my cash is earning money, get...
by Jason Sechrist | Sep 29, 2022 | financial planning
Housing prices can go down as well as up: Here’s when you should not tap home equity Do you have enough saved for retirement? You may need that home equity later. Soaring real estate values mean many homeowners are awash in equity — the difference between what...
by Robert Sechrist | Aug 1, 2022 | financial planning, Investments
Experts weigh in on 3 tricky questions about Series I bonds KEY POINTS The demand for Series I bonds has skyrocketed as investors seek refuge from soaring prices and stock market volatility. Experts cover the key things to know about interest rate resets, taxes and...
