Page 2 - Dan Dunkin News Today

If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.

Artificial intelligence can’t think, counsel and strategize like a financial adviser, but that doesn’t mean there’s no place for it in financial planning.

Consider ‘timely investing’ vs. ‘time in the market’: Your retirement priorities dictate how you invest, rather than investment returns dictating priorities.

Indexed insurance policies and REIT preferred stock are options that focus on defense but still score financial points even if the markets are down.

People who don’t need Social Security benefits could opt out of receiving them in exchange for not being forced to take required minimum distributions.

Concerns about inflation eating into resources or limiting your ability to save sufficiently for retirement are real. Here are four things you can do to cope.

Watching your investment accounts lose ground can be scary, but continuing to contribute despite a down market could potentially be beneficial in the long run.

Retirees and pre-retirees can take steps to combat inflation’s invasion, advises financial expert Bruce Porter, starting with a budget analysis.

To avoid getting hung up unexpectedly, plan for retirement using the “TRICK” method, which stands for taxes, risk tolerance, investment mix, costs and knowledge gaps.

If you had planned on retiring now, or you just retired, you’re probably nervous about the current economic climate. But with the right plan, it shouldn’t hold you back.