From tax law changes and national events to new rules about retirement, we share the headlines that could impact your money – and your retirement.
Retirement: A Storm is Coming
Publication: The Street
With interest rates at historic lows, the question isn’t if but when inflation will threaten your retirement. Jeannette Bajalia explains why inflation is a risk to your retirement savings – and what you can do mitigate it.
I’m 40, will get a pension and have $60,000 saved for retirement. Should I borrow from it to pay off $17,500 in credit card debt?
Does it ever make sense to borrow from retirement to pay off current debt? Michael Macke, CFP® weighs in.
Dow closes in a bear market for the first time since 2009 – here’s what that means
As the coronavirus spread across the U.S., the Dow ended a decade-long bull market in March 2020. Michael Macke, CFP® shares what that means for investors.
The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.
Many investors think they’re saving more than they actually are for retirement. Your 401(k) statement could soon reveal the truth.
4 Tax-Planning Tips as You Near Retirement
Taxes are one of the biggest costs for many retired Americans. Michael Macke, CFP® shares his four tips for keeping more money in your pocket.
How to Plan for Healthcare Costs That Could Derail Your Retirement
How much will you need to cover health care costs in your later years? Michael Macke, CFP® explores how health-related expenses could derail your plan for retirement.
No money to donate on Giving Tuesday? Here are 9 free ways to give back
Want to give to others but strapped for cash? Get creative with these nine ideas for inexpensive ways to give.
Social Security Timing Should Be Part of Larger Financial Plan
When is the right time to tap into your Social Security benefits? Michael Macke, CFP® explores the importance of knowing when to start taking Social Security income.
Making the Health-Wealth Connection
Publication: Growing Bolder
What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.
You Don’t Have to Move to Florida in Retirement
Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.
To Retire Safely, Make Smart Spending a Priority Along With Saving
Michael Macke, CFP® defines “smart spending” – and how can it positively impact your retirement.
5 Ways to Plan Ahead for Rising Health Care Costs
Health care costs are on the rise. Will you be able to cover expenses related to an unexpected health care event? Michael Macke, CFP® provides five ways to plan ahead for rising health care costs.
What’s all the hype about retirement?
Publication: Ponte Vedra Recorder
Jeannette Bajalia discusses the need for retirees to have a thorough, well-thought-out financial plan to avoid running out of money in retirement.
Book Review: ‘Planning a Purposeful Life: Secrets of Longevity”
Publication: St. Augustine Review
The St. Augustine Review profiled Jeannette Bajalia’s book: Planning a Purposeful Life: Secrets of Longevity.
Ponte Vedra author reveals ‘secrets of longevity’
Publication: Ponte Vedra Recorder
The Ponte Vedra Recorder featured Jeannette Bajalia’s book: Planning a Purposeful Life: Secrets of Longevity.
Retirement planning for women
Publication: Investment News
Women often feel insecure about their financial decision-making abilities. In this article, Jeannette Bajalia provides input about how women can make informed financial decisions.
Planning for longevity: The wisdom of the ages
Publication: Market Watch
Have you ever stopped to wonder what happens if you live longer than you expect? Jeannette Bajalia talks about how more people are joining the 100+-year-old club – and how longevity affects financial planning.
Wise women and widowhood
Publication: Chicago Tribune
Women are more likely than men to be widowed, leaving many women vulnerable to financial crisis in their later years. Jeannette Bajalia shares her thoughts about women and widowhood in this Chicago Tribune article.
Social Security Isn’t Lifestyle Insurance: 8 Financial Survival Tips
More people are relying on Social Security as a major source of retirement income. Jeannette Bajalia explains why that could be a problem for retirees.
Importance of Planning for Life’s Unexpected Emergencies
Publication: One Cent at a Time (blog)
Unexpected life events can set you back financially – both now and in retirement. Jeannette Bajalia shares her personal story about how unexpected crises shaped her life.
Retirement planners increase focus on women’s challenges
Publication: Consumer Affairs
The financial planning industry must change its approach to address women’s needs in retirement. Jeannette Bajalia shares why women are focused less on risk tolerance and investments, and more on protection and security.