Apr 18, 2023 | Retirement Planning
Key points Financial Independence Retire Early: The FIRE Movement is a strategy to retire well before the standard age of 65. The movement promotes an aggressive savings strategy of 50% to 70% of your annual income. The FIRE Movement can be adapted to suit your own...
Apr 14, 2023 | College Planning, Financial Planning
switched to Series I bonds instead With the market and inflation going nuts, it’s hard to keep investing, so I’m temporarily diverting A parent can do a direct rollover from I-bonds to a 529 account, and then the funds can be used tax-free for much more than tuition....
Apr 11, 2023 | Retirement Planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...
Apr 7, 2023 | Financial Planning, Retirement Planning
Navigating market volatility during retirement can be a daunting task. As an investor, you may feel overwhelmed by the ever-changing markets and potential risks to your investments. However, there are several strategies you can employ to help ensure that your...
Apr 4, 2023 | Retirement Planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...
