Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they accumulate less income and benefits due to their time absent from the workforce.
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Investing with your Heart
Quite a few individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important, if not even more important. The history of socially responsible investing stretches at least as far back as the mid-18th century, but its more modern form began taking shape in the 1960s, amidst the fight for civil rights and the emerging anti-Vietnam protests.
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Building Your Legacy
The desire to leave a legacy may be the height of altruism for it is a gift to the future, the benefit of which you may never witness, nor ever feel its appreciation by others. Creating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work.
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11 Real Facts about Retirement
What's great about retirement? Retirement can have many meanings. For some, it will be a time to travel, whether domestic or international, or spend time with the family. For others, it will be a time to start a new business or begin a new life endeavor. Regardless of the direction you choose in retirement, here are 11 real facts about retirement that you can't ignore!
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Reasons Millennials Need an Estate Strategy
You’re young, have little in savings and likely have no one yet relying on you financially. So why do you need to think about estate management? Here are four great reasons that you, as a millennial, should have an estate strategy. It's going to make perfect sense!
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Retirement Realities
Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But, understanding some of the more common assumptions about retirement may help you get closer to your goal than most.
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Where Will Your Retirement Money Come From?
For many people, retirement income may come from a variety of sources. The Insured Retirement Institute, 2016 survey stated that 30% of baby boomers have found it difficult to pay mortgages or rent and have postponed plans to retire! Here’s a quick review of the six main sources of money for retirement!
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Looking At Personal Finance Apps
Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have been developed to help individuals with their personal finances. Which leads to an interesting question: what should you look for in a personal finance app?
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The Average American Budget
The average American household earns an average of $78,635 a year before taxes and spends over 77% of that on “basic needs.” But studies have shown that regardless of income, budget percentages remain the same across categories. So, how does your household compare?
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Investing for Impact
Many investors are looking to build a portfolio that reflects their socially responsible values, while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role.
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