What we're watching, what it means for your plan, and what (if anything) you should do about it.
Most pre-retirees have a narrow window where Roth conversions can save them six figures in lifetime taxes. Here’s how to take advantage of it before it closes.
There’s no universal “right” age to claim. We break down the math and the personal factors that should drive your decision.
State income tax is just the beginning. Here’s everything you need to know about the financial implications of moving from CA to TX.
Missing your enrollment window or choosing the wrong plan can cost you thousands. Avoid these common Medicare mistakes.
The portfolio that got you to retirement isn’t the one that will sustain it. Learn how to shift from growth to income without sacrificing stability.
SECURE 2.0 changed the RMD landscape. Understand the new rules and how to minimize the tax impact of your required distributions.
Half of couples disagree about when to retire and how much they’ll need. Here’s a framework for getting aligned.
A market downturn in your first years of retirement can permanently damage your portfolio. Learn how to mitigate this critical risk.
When it comes to pensions and understanding what they are and how they work, it’s important to start with the basic fundamentals. First, a pension is a passive income and part of a…
Retirement has evolved over the years, this article hopes to serve as a helpful resource to understand the evolution of retirement. Where it has been, how it is today, and where it might…
As inflation rates have increasingly occupied our attention and our weekly news cycles, we are all aware of the impacts inflation is having on our economy today. Too little of this…
Investing for beginners. Not sure where to start? Authentikos CEO Jared Elson breaks down some of the most important fundamentals of investing and provides a birds-eye overview of the…
Owning a home is often considered part of the American dream and ends up being one of the biggest assets a person has. it comes with a positive financial impact, however a mortgage is…
An ETF is a security that contains multiple investments and is characteristically similar to a mutual fund while having some of the functionality of a stock. An ETF can be considered a…
We’ve all heard it before. A grandparent reminiscing of when he could buy a candy bar for a nickel. In the U.S. just before World War II, a loaf of bread cost $0.15, a new car could be…
Stock splits can be a good way for companies to lower share prices, making their stock more affordable for potential investors. Current shareholders can also benefit by getting more…
In today's world, the pursuit of personal passions often seems at odds with financial stability. However, finding harmony between these two aspects of life is not only possible but…
Retirement planning is a crucial process that involves setting financial goals and creating strategies to achieve them before and during retirement. One essential tool in this process is…
As retirement approaches, many professionals find themselves at a crossroads, wondering how to make the most of their post-career years. The concept of retirement has evolved, and…
As you approach retirement, optimizing your Social Security benefits becomes a crucial aspect of your financial planning. With the right strategies, you can significantly increase your…
Retirement is a significant milestone that marks the beginning of a new chapter in life. While many focus on financial planning, the emotional and mental aspects of retirement are…
As we navigate the ever-evolving landscape of personal finance, technology has emerged as a game-changer in retirement planning. From AI-powered tools to user-friendly apps, innovations…
Retirement is often seen as the ultimate milestone—a hard-earned reward marking the beginning of a life filled with freedom and relaxation. For Baby Boomers and Late Gen Xers, retirement…
For more information about the ARBOR Method™, or any of our financial services, schedule a call today. Investment Advisory Services offered through Authentikos Advisory, LLC, a Registered Investment Advisor.
