Articles

No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.

The Social Security Administration says beneficiaries will get a raise of 2.5% beginning in January.

For investors who still feel shaken by the 2022 inflation spike, Art Rothschild offers a single word of advice: Patience.

“It’s very much about understanding where (the money’s) going so that you can then piece together what you have to work with.”

Research shows most retirees face surprises. The bottom line is to expect the unexpected – and try to be ready to adjust.

Although managing money is mostly a rational pursuit, emotions often play a part.