A recent study from Northwestern Mutual (link at bottom of page) reveals that half of Gen Xers (ages 45–60) have saved only three times their annual income for retirement—well below Fidelity’s recommended benchmark of six times by age 50 for those aiming to retire at 67.
The wealth experts at Callesen Wealth Management offer some valuable insight on the eve of the upcoming election...
When it comes to investing and, well, life in general, behavior matters. If you exercise bad behavior in your everyday life, you are likely to get an unacceptable result. The same is true of investing.
We’re finally here, the last blog in the Financial Journey series. Thank you so much for sticking with the series this entire time and we hope that our advice has made a difference in the beginning of your financial journey. Without further ado, the finale: Insurance!
As we embark on the journey into 2024, it's crucial to keep a keen eye on the financial landscape, particularly when it comes to retirement planning. I wanted to bring to your attention some notable adjustments to retirement account parameters that could significantly impact your savings strategy for the year ahead.
As 2023 comes to a close, it’s the perfect time to wrap up loose ends and set the stage for a financially successful new year. Here are some crucial reminders to consider in the final stretch of the year...