by muzeumdev25 | Feb 5, 2025 | Uncategorized
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up.1 They also can be shaped by when you grew up. That’s because each generation...
by muzeumdev25 | Jan 20, 2025 | Estate Planning, Investments, Real State, Retirement, Tax Planning
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all...
by muzeumdev25 | Jan 3, 2025 | Retirement, Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably.3 But...
by muzeumdev25 | Dec 20, 2024 | Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play.1 With that, certain biases can follow. When they do, those biases can lead even the smartest,...
by muzeumdev25 | Dec 3, 2024 | Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we...
