The articles below offer general information, opinions, and forecasts and should not be considered advice.
Planning Article
October 2024 – By Vantage Financial
People downsize their homes and belongings for many reasons. For some, the reason is financial, wanting to ensure their retirement nest egg lasts. For others, they have dreamed of living a certain lifestyle and when their working years end, they are finally free to make the change. Others are forced to downsize because of circumstances.
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October 2024 – By Bob Veres
The U.S. dollar is declining in value compared with a basket of international currencies. The greenback has fallen 5% in the last two months, and now sits at a 13-month low.
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September 2024 – By Scott Rosenquist CFA®
The Federal Reserve lowered interest rates last week by a half percentage point in a much-anticipated pivot after holding rates steady since last July. There was debate going into the meeting on the size of the cut and the Fed opted for a larger-than-normal cut to start this rate-cutting cycle.
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September 2024 – By Tom Rueger CFP®
More people than ever are tapping into their 401(k)s and IRAs to manage financial emergencies. According to the Vanguard Group, early withdrawals from retirement accounts reached an all-time high of 3.6% in 2023, up from 2.8% the previous year.
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