Bravias Weekly Briefing Tax Benefits Available As You Age Finding any helpful reason to pull down your tax liabilities is a welcomed benefit, no matter one’s age. But, once you move into your golden years, exploring new tax benefits is worth the time and effort—you may have specific tax benefits available to you that […]
Bravias Weekly Market Commentary Another Week of Highs Before we begin our weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack in Las Vegas. Though details are still scarce, it is the most devastating mass shooting in U.S. history. Our thoughts are with the victims, their families, and […]
Ways To Stay Active In Retirement Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, […]
Market Review – August 2017 “WORLD PROFITS” The third longest US recovery since World War II extends its life farther. The US economy grew at a 2.6% annualized rate in the second quarter of the year. Spending by consumers and businesses helped fuel the economy’s expansion. Consumer purchases rose by 2.8%, which was an improvement […]
5 Critical Financial Issues to Consider in Remarriages About one-third of U.S. residents ages 15 and older have been married at least twice, according to the U.S. Census Bureau’s American Community Survey.[i] Remarriage among American ages 55 and older is on the rise, while their younger counterparts are becoming less likely to have remarried.[ii] […]
9 Facts About Social Security Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is huge. At $2.8 trillion at the […]
9 Interesting Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about […]
Market Review – June 2017 “ADAPTIVE EXPECTATIONS” “There’s an app for that,” so goes the buzz-phrase, which was created and later trademarked by a technology juggernaut. The expression describes a software revolution found inside smartphones and tablets. Now, as quantitative strategies pile into portfolios, investors will probably start saying, “there’s a quant for that”. The […]
Invest Lifestyle Expenses on Memorable Experiences Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up […]
Simple Tips for Ramping Up Your Retirement Savings No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your […]
