Wealth and Wisdom: Week of March 8, 2021
We got some really nice feedback from last week’s newsletter, which contained several longer-than-normal articles. And I thank you. You’ll be happy to know I’ve cut your reading time in half this week.
Sometime in the next few days I’m expecting my next blog post to be ready on our website about one of my favorite subjects: rising-dividend stocks. Keep an eye out for it – especially if you are a retired investor looking for income.
Go have yourself a great week!
10 ways to save $5,000 this year
When it comes to spending money, little things add up. And when you’re trying to save, it works the same way in reverse (Reading time: 7 minutes)
How the tortoise beats the hare
Hint: Keep it simple, do what works – and never stop. (Reading time: 4 minutes)
If retirees got a do-over
Here’s what retired investors would tell their younger selves. You can learn from their regrets (Reading time: 4 minutes)
Is inflation on the horizon?
Things are costing more these days – and no one feels it more than retirees on a fixed income. (Reading time: 4 minutes)
Filing for Social Security ASAP
Benefits climb every year until age 70. So why do most people file for it when they turn 62?. (Reading time: 4 minutes)
Time to update your beneficiaries
The SECURE Act makes it even more important to review your beneficiary designations. (Reading time: 5 minutes)
What Money Can Buy
12 great ideas from one of my favorite bloggers. (Reading time: 1 minute)
Mike’s Pro Tip of the Week
Tax season gives you an ideal opportunity to rid yourself of some clutter and get organized. Just make sure you know what documents to keep and for how long.
Words To The Wise
“People say that money is not the key to happiness, but I always figured if you have enough money, you can have a key made.”
Joan Rivers
Neither The Mike Brown Financial Group nor its employees provide tax and legal advice. Please consult your tax and legal advisors regarding your personal circumstances.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mike Brown Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This material is provided for information purposes only. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.