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Higher 2024 retirement plan contribution limits allow for more long-term savings

10 months ago

10 months ago 555

Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, alongside investing consistent with your life stage. Not everyone needs to save the full amount allowed to be saved into retirement accounts, but some should, and most people need to increase their savings, to get on track. Pay yourself first by saving an appropriate amount into your retirement account, and avoid being…

Mastering longevity: Financial planning strategies for your health and your wealth

By WealthStep in Financial Tips, General Education, Investor Behavior

11 months ago

11 months ago 293

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of “peak busyness”. The upside of this stressful time is, it often serves as motivation. The weight…

Q4 2023 Quarterly Context Video

By WealthStep in Financial Tips, General Education, Investor Behavior, News, Quarterly Thoughts, Video

12 months ago

12 months ago 711

Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current…

Q3 2023 Quarterly Context Video

By WealthStep in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video

1 year ago

1 year ago 634

Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop. Some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more, plus our regular smart retirement planning advise in this quarter’s Quarterly Context webinar.