Retirement
Caring for Elderly Family Members
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
A Checklist as you Approach Retirement
“A Checklist as you Approach Retirement"Retirement Planning can be a tricky and complex landscape. As you close in on retirement it’s vitally important that you have your “ducks in a row” and do everything you can to ensure you are set up for the best chance of...
“Estate Planning and Your Financial Legacy”
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...
‘Setting your Sights on 2023’
Blog“Setting your Sights on 2023" The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023, something...
‘The Highlights from Secure Act 2.0’
Blog“The Highlights from Secure Act 2.0" In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and eliminating...
End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”
Your New 2023 Tax Rates & More
Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years. Here are...
“Common Financial Scams Targeting Older Adults”
“Financial Scams are on the Rise. Be aware of these common ways that scammers are targeting older adults specifically!”
Year End Financial Considerations
Blog “Year End Financial Considerations” It’s crazy to think we are just over 2 months from the end of 2022 but that is reality. Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat. While 2022 has been a...
3 Things to Help Us in this Bear Market
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
What the Last 100 Years Can Teach Us
Blog“What the Last 100 Years Can Teach Us" While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful context when...
“Increasing Retirement Success with Small Tweaks”
Blog“Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
“Preparing for the Non-Financial Side of Retirement”
Have you thought about the non-financial aspects of preparing for retirement?
‘SECURE Act 2.0 – What It Means’
Blog“'SECURE Act 2.0 – What It Means" In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some of the changes...
Social Security and Tax Implications
It’s important to remember that Social Security benefits may be taxable to you in retirement. Check out this information to learn how the taxes might affect your situation.
“Understanding How Dividends Work”
“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”
“A Tough Six Months”
“It’s been a tough six months in the market, but this can usually produce some silver linings going forward.”
‘Mid- Year Outlook’
“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”
“Steps to Take Outside of Your Portfolio”
“What are steps you can take that are within your control during a market downturn?”
“How to Not Panic”
“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”
“Getting Financially Organized”
“Getting financially organized might not be easy, but most things worth doing aren’t easy!”
“Realities of Recessions”
: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”
Two Pandemic Era Trends are Reversing
“Interest rate increases are starting to reverse trends that took hold during the Pandemic”
Van Gelder Financial
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