Insights

Guidance for your pursuit of financial freedom

Sign up for Fool Wealth Weekly

    Financial Planning (4)86 Articles

    Social Security: 3 Penalties to Avoid

    Tue, Jul 25, 2023

    Social Security: 3 Penalties to Avoid

    Most retirees in the U.S. rely on Social Security for stable income, so it’s crucial to be aware of potential reductions. Here are 3 important penalties to avoid.

    3 Strategies to Avoid Emotional Investing

    Wed, Jul 19, 2023

    3 Strategies to Avoid Emotional Investing

    Investors should be wary of emotional highs and lows. Here are 3 ways to avoid short-sighted reactions that might harm your portfolio in the long run.

    Wed, Jul 12, 2023

    Practice Makes Perfect: Rehearsing Retirement

    Doing absolutely nothing might sound great when you’re in the midst of a busy career. But many retirees struggle to adapt to a slower-paced lifestyle. See how you can better prepare for retirement both mentally and financially with a “Retirement Rehearsal…”

    3 Ways to Lower Income Tax in Retirement

    Wed, Jul 5, 2023

    3 Ways to Lower Income Tax in Retirement

    How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.

    Timing is Everything: When Should YOU Take Social Security?

    Wed, Jun 28, 2023

    Timing is Everything: When Should YOU Take Social Security?

    You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.

    How Safe is My Money? 3 Questions to Ask Your Advisor

    Wed, Jun 21, 2023

    How Safe is My Money? 3 Questions to Ask Your Advisor

    Being skeptical isn’t necessarily a bad thing. Because when it comes to preserving your money, there’s no alternative to trust and responsibility! Before you hand over an account to a Wealth Advisor, find out how they’ll work to keep your money safe.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.