Staying the Course – Global Equity Markets, Hurricanes and Your Financial Future In 2011, my family and I departed on a three-year sailing adventure beginning in the Caribbean, taking us through the Panama Canal, and across the South Pacific. In the years since, I have shared stories with family, friends, and clients about the once…
Following is a letter that was sent to all Navigoe clients on the evening of Thursday, March 12, 2020. Good evening, I hope this email finds you and your family healthy and doing well. For all of us, staying healthy through this current coronavirus outbreak is very important. I want to provide you with an…
Just before the new year, the SECURE Act, a bill intended to improve the retirement outlook for millions of Americans was signed into law. We highlighted the main provisions of the new law in an earlier blog post. A new law that changes some of the rules governing how you save for retirement is bound…
As you rang in the new year with a kiss and a glass of champagne, or perhaps (like me) already fast asleep, a new set of laws designed to improve the retirement outlook for millions of Americans took effect. The law entitled, Setting Every Community Up for Retirement Enhancement Act (through a bit of verbal…
Help your children and/or grandchildren to build good financial habits by setting up and contributing to a Roth IRA this year, and every year. Key Takeaways 1 in 3 Americans have less than $5,000 saved for retirement. (CNBC Aug. 2018) Just like eating healthy and regular exercise, the sooner one gets into the habit of…
Social Security has long been considered one leg of the “three-legged stool” of retirement planning. The other two being employer pensions and personal savings. However, employer pensions are quickly vanishing, and personal savings rates generally remain far too low to make up the difference. Of course, this amplifies the importance of Social Security as part…
July is the month that we gather with family and friends over barbecue and fireworks to celebrate our nation’s independence. This month, take a moment to consider your own financial independence. What is financial independence? Financial independence is a concept that means something different to everyone. To some, it is being able to buy a…
Navigoe Founding Partner, Scott Leonard, writes in his latest piece for Money Magazine, “A Roth IRA is a great tool for retirement savings. Here’s how to make it even better.” Read the full article here: Cut Taxes and Get a Bigger IRA With This One Neat Trick
The year 2014 will be remembered as another great year to be a stock market investor, both in the US and abroad. Of course, as is usually the case, the year-end results give us a limited perspective on the actual events of the year. It’s been said that you know your portfolio is well diversified…
As you approach retirement, one important decision you may be faced with is whether to take your company sponsored retirement plan in a single lump sum distribution or as a traditional monthly pension. The lump sum may provide you with more money than you have ever had all at once. You may find that exciting,…
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