📊 For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market? 📈 With inflation remaining elevated and interest rates potentially moving higher, many investors are asking whether the traditional 60/40 portfolio is enough.
When it comes to retirement planning, some of the biggest mistakes aren’t caused by market volatility... they’re caused by assumptions that sound true, but aren’t always. To make sure you're not surprised, Erin Kennedy and I break down these myths:
According to Fidelity, Roth IRA conversions jumped 41% in the first quarter of 2026 compared with the same period last year. 📈
A rising market can make your retirement account balance look better than ever. But does a bigger portfolio automatically mean you’re ready to retire? 🤔
Here’s a number that should change how you think about retirement: 12. That’s about how long a healthy 60-year-old has before mobility, energy, and independence begin to decline.
🏡💰 Thinking about paying off your mortgage before retirement? Not so fast… Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen?