retirement planning

Start the Year Right – Assess Your Retirement Readiness

As we bid farewell to January, it’s a good time to pause and reflect on our financial goals, especially when it comes to retirement planning. The start of a new year presents an opportunity to review and reassess our retirement plans, ensuring that we are on track to achieve the financial security we desire in […]

Start the Year Right – Assess Your Retirement Readiness Read More »

Exploring Financial Well-Being: A Holistic Approach with Brian Portnoy

Learn more about the holistic approach to financial well-being with Brian Portnoy, founder of Shaping Wealth. Discover the integration of AI in financial planning and the importance of aligning wealth with overall well-being. Join us as we explore the true geometry of wealth.

Exploring Financial Well-Being: A Holistic Approach with Brian Portnoy Read More »

The Rising Costs of Long Term Health Care

Learn more about the rising costs of long term health care in retirement and the importance of planning ahead for these expenses. Many people underestimate the costs of long term health care, which can lead to financial strain when the need for care arises. Find out the national median cost of care and how it is expected to continue rising. Discover the tools available to estimate long term care costs and incorporate them into your financial planning. Start planning for your future healthcare needs today.

The Rising Costs of Long Term Health Care Read More »

During a Crisis – How to Safeguard Your Retirement Plan

Entering your 40s can be a time of immense change and introspection. It is a phase in life where you may find yourself grappling with various emotions and questioning your choices. This period, commonly referred to as a midlife crisis, can potentially impact your financial stability and put your retirement plan at risk. However, with

During a Crisis – How to Safeguard Your Retirement Plan Read More »

Controversy Surrounding Capital Requirements for Big Banks

In today’s market, the topic of retirement planning has become increasingly important. As individuals approach the later stages of their careers, ensuring a secure and comfortable retirement becomes a top priority. However, recent discussions surrounding the financial industry have shed light on a surprising opposition to a plan aimed at protecting banks. Federal regulators have

Controversy Surrounding Capital Requirements for Big Banks Read More »

Retirement Planning? Consider Living In The Philippines

Retirement

Imagine painting the perfect picture for your blissful retirement planning. You’re basking under the warm sun, watching the waves dance on pristine shores, all without a care about your budget. Sounds too good to be true? The Philippines offers this idyllic vision, making it the ultimate paradise for an increasing number of retirees. From financial

Retirement Planning? Consider Living In The Philippines Read More »

Retirement – OFWs Going Back Home to The Philippines

OFWs

Retirement Planning for OFWs Going Back Home to The Philippines Are you an Overseas Filipino Worker (OFW) nearing retirement? Or misses the simple life and wants to settle in our homegrown country. Planning for your future is crucial, especially if you’re considering returning to the Philippines for good. A retirement plan is the key to

Retirement – OFWs Going Back Home to The Philippines Read More »

DEALING WITH RETIREMENT WORRIES AND THE FILIPINO CULTURE

Retirement

You’ll have a better understanding of your spending and money-allocation habits if you have the necessary financial knowledge and abilities. This will allow you to make confident financial choices on borrowing, investing, saving and more. Here are a few ways you can become more financially knowledgeable: Read Trusted Publications Whether it’s finance books, blogs, or

DEALING WITH RETIREMENT WORRIES AND THE FILIPINO CULTURE Read More »