kirby

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So far kirby has created 52 blog entries.

3 Major Retirement Expenses to Include in Your Budget

General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked - but these expenses could be high. When creating your retirement budget, don’t forget to include these three expenses. Taxes: How [...]

2022-04-18T21:29:47+00:00April 18th, 2022|Financial Planning, Retirement Planning|

Rising Interest Rates and High Inflation – How Will You Respond?

The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant effects on the economy and your finances. Between a volatile market, high inflation, and rising interest rates, know how you’ll respond. The Federal Reserve Raising [...]

2022-04-18T14:21:25+00:00April 11th, 2022|Economy, Federal Reserve, Financial Planning|

3 Important Tax Questions to Answer This Year

As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near and enter retirement. Here are three important tax questions to answer this year. Why May [...]

2022-04-04T13:39:21+00:00April 4th, 2022|Taxes & Tax Strategies|

Estimating Your Tax Burden in Retirement

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions If you [...]

2022-03-28T15:45:02+00:00March 28th, 2022|Taxes & Tax Strategies|

Why We Could See More Inflation and Market Volatility

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Know how you could be affected and what strategies you [...]

2022-03-22T13:47:22+00:00March 22nd, 2022|Economy, Stock Market|

Four Easy Things You Can Do to Plan for Retirement Right Now

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization strategies. When faced with a complex problem, we can often end up procrastinating. But a better approach is [...]

2022-02-08T20:56:29+00:00February 8th, 2022|Retirement Planning|

3 Alternative Gift Ideas for the Holiday Season

There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill your house or someone else's with new objects. Refurbish Something Old [...]

2021-12-04T04:10:09+00:00December 4th, 2021|lifestyle|

How to Change Your Habits

We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the brain works and building on success. You can go from seeing [...]

2021-11-26T17:08:00+00:00November 26th, 2021|lifestyle, psychology|
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