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...
by Nic | May 7, 2024 | Retirement Wellness
Are Crypto Assets, Such as Bitcoin, Solid Retirement Assets? Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist One of the challenges of discussing the merits of different investments is an ethical one. Investment advisors should not...
by Nic | Apr 2, 2024 | Retirement Wellness
Gift Tax RulesNavigating the rules of transferring your wealth Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist You may transfer your wealth while you are alive or after you pass. Passing your wealth after you pass is subject to...
by Nic | Mar 6, 2024 | Retirement Wellness
How Do You Decide How Much You Can Spend in Retirement? Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Retirement shifts your financial actions from accumulating wealth to strategically spending it. This pivotal shift raises a...
