Retirement planning can be an overwhelming prospect, but it’s important – and with it comes a more secure future and peace of mind. Area financial experts have some suggestions to help you get started.
Saving up money for specific goals has been, for good reason and with good results, a healthy and beneficial habit to develop from childhood, from traditional piggy banks to allowances, from saving accounts to educational funds. Another valuable and rewarding tool might not spring to mind, but it pays rich rewards: a retirement fund, specifically a Roth IRA.
The year 2022 was challenging with the U.S. stock market posting a -19% return and the U.S. bond market not far behind at -13%. However, enough time has passed to where it is beneficial to conduct an after-action review. This isn’t an examination of what the ideal investment...
While some teens used the pandemic shutdown to play Minecraft or learn TikTok dances, Ashwin Joshi was reading “Rich Dad, Poor Dad,” a book published decades ago about increasing your financial IQ.
It was the start of the 17-year-old’s mission to empower youth and educate them about financial literacy...
It has been a tough year for the market, battling the headwinds of record inflation, rising interest rates and Russia’s war in Ukraine. However, some portfolios may be more battered and bruised than others, depending on their investment selection. In times like these it pays to revisit the fundamentals and...
The Tri-Cities’ beloved retired four-star general, Jim Mattis, has married for the first time. Huzzah!His wife, Christina Lomasney, is an entrepreneur-executive at Pacific Northwest National Laboratory.These newlyweds, whom I do not know personally, arguably have complex personal and financial lives and likely will have many financial matters yet to sort...
One common concern for investors is seeking a reliable source of passive income.Sometimes it is not immediately evident to those investors that an investment account can easily produce passive income.Many investors who are new to investing in the broader stock market like to evaluate the investment alongside other investments for...
There is the obvious investment advice that certainly you’ve heard again and again:Set clear and realistic long-term goals.Keep investing regardless of market fluctuations.Diversify, don’t put all your eggs in one basket.Select quality low-cost globally diversified investments.Seek out a fiduciary professional to support the financial side of your life.All great advice,...
