Knowledge is power, and that’s why we created ‘Money News You Can Use.’ We find articles each month and post them here so you can stay informed of the latest financial news and arm yourself with knowledge when preparing for retirement. We know most people don’t have time to sift through hundreds of articles to find the most relevant and helpful ones, which is why we do it for you!
This summer has been an eventful one when it comes to the economy. Inflation has taken its toll and it’s proving to stick around despite some of the Fed’s actions. We have seen market volatility throughout these past few months and will likely continue to see more. So, during the last month of the summer when students are preparing, there’s no better time to be a student of your retirement plan and take the necessary steps to make sure your retirement plan is safe and meeting your goals.
– Happy Reading
Jim Brogan, MBA
President and Founder of Brogan Financial
How to Retire in a Bear Market
It’s becoming increasingly likely that retirees who planned to take their retirement now or in the near future will have to retire into a bear market. So, how can you do that?
A Simple Retirement Plan Checklist
Just like in the classroom, checklists are crucial to staying organized and on track with your financial plan.
Don’t Forget to Update Your Estate Plan
Estate plans often fall through the cracks when planning for your retirement. But having a solid legacy and estate plan in place may help you preserve your legacy and may even help you save on taxes.
The Fed vs Inflation – What Does it Mean for You?
When refreshing your retirement plan, it’s important to stay up to date on market news. See how the Fed is taking on inflation at the cost of the markets and work with an advisor to factor that into your retirement plan.
Basics of Preparing for Healthcare Costs in Retirement
Medical expenses are a key expense to plan for in your retirement. Make sure you have the basics covered so that you’re not overpaying for healthcare.