Tag: american portfolios

Deciding Where to Enjoy Retirement in the U.S.

Lists of the “best places to retire” are ubiquitous. These lists make for great clickbait, but what tends to be overlooked is that “best” is a relative term. “Best” really depends upon what an individual prioritizes for his or her retirement. Recognizing that needs and desires will define where the “best place to retire” is, we’ve come up with some ideas based on two different priorities.

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Financial Illiteracy: When Will We Learn?

Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.

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Breaking Loose! Post-COVID Vacation Ideas

After a year of lockdown and social distancing, Americans are ready to travel and connect again with family and friends. Since we’re not totally out of the woods yet, we’ve put together some getaway ideas that avoid the big crowds.

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Resale Value of Home Improvements

The combination of ultra-low interest rates and a coronavirus pandemic has led to an explosion in home buying/selling and improvements. As homeowners increasingly think about selling their home to adapt to a changing environment, they will be confronted with whether an upgrade is a smart financial decision for getting the most resale value.

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