Wall Street is buzzing with a new term: “market melt up.” Many people are hearing about record highs and wondering what this means for their retirement. Investopedia defines a melt up as “rising stock prices driven by investors following the
Healthcare costs are spiraling out of control, and the warning signs are everywhere. This healthcare costs retirement crisis is affecting millions of Americans. UnitedHealth Group recently experienced its worst market day in nearly three decades after more seniors than expected
We recently came across an advertisement from a major financial firm promising to “help you build a tax-free retirement.” While this sounds incredibly appealing, it raises an important question: Is a tax-free retirement actually possible, or is this just clever
As we enter the fourth quarter and year-end financial planning season, we’re hearing a familiar refrain in our offices: “I’ll take care of that in a few weeks.” However, those few weeks quickly turn into holiday mode, and before you
When we ask prospective clients about their biggest anticipated expense in retirement, we consistently hear the same answers: healthcare, travel to see grandkids, or general living expenses. However, after working with hundreds of families through their retirement planning journey, we
We received one of the most intriguing calls recently that perfectly illustrates how complex gray divorce financial planning can become—and how sometimes help comes from the most unexpected places. A woman called our office on behalf of her ex-husband, concerned
Risk in retirement planning isn’t just about choosing between conservative and aggressive investments. We’ve discovered that most pre-retirees and retirees are making a critical mistake when it comes to risk management – they’re taking too much risk with money they
The Retirement Hesitation That’s More Common Than You Think You’ve worked hard to build a dream retirement. The date is circled on your calendar. You’ve saved diligently and built a solid portfolio. Everything looks ready for that confetti moment when
The technology giants dominating today’s market—Apple, Microsoft, Amazon, Google, Tesla, Meta, and Nvidia—have created unprecedented wealth for many investors. However, when just seven stocks control 64% of the Nasdaq 100 and 34% of the S&P 500, we face a dangerous
When we meet with clients, we often hear the same concern: “I’ve saved money, but I have no idea if my retirement plan will actually work.” The truth is, most retirement plans fail for the same reason most diets fail
Fill out the form below to get in touch with Vincent Financial Group.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
