by Nic | Oct 2, 2024 | Retirement Wellness
How Do You Choose a Retirement Age? Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Let us rephrase this question: When can you afford to retire? The answer depends on three factors: how much you wish to spend in retirement, how much...
by Nic | Sep 10, 2024 | Financial Wellness
The Costliest Emergency ExpensesBrace for Impact Reading Time: 4 minutesBy Ian Bin When an unexpected financial emergency strikes, it can drastically impact your savings. Understanding the potential cost of these emergencies can be an essential step toward better...
by Nic | Jul 5, 2024 | Retirement Wellness
Final Expenses: What They Are and How to Plan for Them Reading Time: 8 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Although dealing with final expenses is a crucial aspect of life planning, it is an aspect we often overlook. While none of us...
by Nic | Jun 18, 2024 | Retirement Wellness
Safeguarding Your Retirement Income Amid Inflation Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Prior to 2021, Americans had not endured noteworthy consumer price inflation since before the 2007-2008 financial crisis. During 2021...
by Nic | Jun 4, 2024 | Financial Wellness, Retirement Wellness
Understanding Inflation Reading Time: 8 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Monetary economists define inflation as too much money chasing a fixed basket of goods. What does inflation mean to you? Chances are, you think of “inflation” as...
