Blog
Market turbulence: Please remain seated
Experienced investors know that periods of significant market volatility, just like airplane turbulence, although unwelcome and uncommon, are normal. And until recently, overdue, as we’ve communicated a number of times in Quarterly Context webinars posted here in this blog. Market fluctuations are primarily driven by uncertainty and are unpredictably cyclical. While the reasons change, the most important question to ask is not why volatility is happening, but whether it…
Increase your savings with higher 2025 retirement plan contribution limits
Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, followed by investing consistently with your life stage and other goals. Not everyone needs to save up to the IRS maximum retirement plan savings limits, but some should save up to the limits (or more, outside of a retirement plan) in order to meet their retirement readiness goals. Most people need to…
How to protect your parents from elder financial abuse and fraud
Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen to his children’s concerns. Instead, the retired man sued his own son for trying to intervene. …
How intergenerational living reduces loneliness and enhances well-being in retirement
Intergenerational living is on the rise, and some say it could be the key to aging gracefully. According to census data, the number of people living with multiple generations quadrupled between 1971 and 2021, to 59.7 million. For many of them, the intergenerational arrangement saves money and improves their quality of life. Some experts also hope it will cure the loneliness that tends to plague older folks. Why are intergenerational…
