Should I Pay Off My Mortgage Before Retirement? By: Stacey Nickens As you prepare for your retirement, you may be considering whether or not you should hold a mortgage in retirement. You may be considering increasing your mortgage payments in order to pay off your mortgage earlier. If you are considering moving or downsizing [...]
4 Steps for Weathering a Stock Market Storm By: Stacey Nickens I love watching The Titanic. I love the romance. I love the suspense. I love the emotional catharsis I feel every time I watch the film. However, just because I adore a movie about a ship sinking, doesn't mean I ever want to be on [...]
What are Dividend Aristocrat stocks? By: Stacey Nickens Income-oriented investors often look for stocks with strong dividend yields and consistent dividend payments. Investing in a stock with those attributes can allow you to maintain a fairly consistent income stream in your investment portfolio, regardless of broader market volatility. In looking for income-paying stocks, you [...]
Elm3's Guide to Exchange-Traded Funds (ETFs) By: Stacey Nickens As investors, we are always inundated with reminders to diversify our portfolios. Diversification involves adding lots of companies to your portfolio, such that your portfolio is exposed to a variety of company sizes, company styles, and sectors. Diversifying your portfolio helps create stability. If one [...]
Is Your Emergency Fund Too Small, Too Big, Or Just Right? By: Stacey Nickens Goldilocks didn't have to build an emergency fund. She knew that she could break into any number of bears' homes and have as much porridge as she needed, but the rest of us aren't so lucky. How much porridge do [...]
Investing to Manage Volatility, Inflation, & Rising Interest Rates By: Stacey Nickens Since the New Year, investors have been riding the stock market rollercoaster. As of mid May, all major indices have posted YTD losses. The conflict in Ukraine, rising interest rates, and inflation have all impacted market returns. With that said, how can [...]
Your Guide to the Medicare Surtax By: Stacey Nickens Upper-income taxpayers should be aware of an additional tax that could increase their bill come April 15. Certain taxpayers are subject to a 3.8% "Medicare" surtax on their net investment income. Single filers with modified adjusted gross incomes (AGIs) above $200,000 and joint filers with [...]
Investing in Companies Benefitting from Supply Issues By: Stacey Nickens I was visiting a friend recently who decided to make me meatballs. They mixed up the spices and ground turkey, but instead of throwing the meatballs in their oven, they pulled a chunky convection oven out of a cabinet. As they put the meatballs [...]
3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I [...]
Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time [...]
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