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Category: Budgeting & Saving

Retirement Budget Planning: 9 Simple Steps to Consider

Retirement Budget Planning: 9 Simple Steps to Consider

Key Takeaways Start a retirement budget by listing mandatory expenses Aim to have your retirement income exceed all the costs in your plan  Develop a healthy emergency fund for additional confidence  Planning ahead for your retirement years can provide additional confidence and financial security. And with increased life expectancy, a retirement budget can take into […]

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Big Purchase Ahead? Think of Potential Short-Term Investment Strategies

Big Purchase Ahead? Think of Potential Short-Term Investment Strategies

Key Takeaways Understand the difference between long-term and short-term investment strategies For short-term investing, consider establishing a timeline for your priorities  It may be best to avoid forsaking your long-term retirement plan for a short-term financial goal While wrestling with pandemic-related shutdowns and a rough economy in 2020, many investors likely found it difficult to […]

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