This month, my newsletter explores the following topics:
As ‘politics’ consumes more of the public dialogue, you might wonder if you should revisit your financial plans. Please get in touch with me if I can help you identify how different outcomes could affect your financial future.
This Retirement Planning Gap Is ‘Hidden In Plain Sight,’ Harvard Professor Says
While finances dominate retirement planning discussions, Robert Waldinger, a Harvard clinical professor, highlights a critical but often overlooked element: social relationships. Forging strong connections could be the key to a happier, longer life.
High Inflation Made Finances Worse For 65% Of Americans Last Year
The burden of inflation continues to hit hard, with nearly one in six Americans unable to pay all their monthly bills. Learn more about the economic challenges revealed in the Federal Reserve’s comprehensive survey of household economics.
The Hidden Costs Of Owning A Home Are Surging For Americans
As home prices soar and mortgage rates stay high, even the fortunate few who secured homes face a harsh reality: the increasing hidden costs of maintaining their property. Uncover the challenges and costs highlighted in the latest Bankrate study.
Roth 401(k) Changes: What You Should Know For 2024
Significant changes to Roth 401(k) rules from the SECURE 2.0 Act include eliminating required minimum distributions, which allows your retirement funds to grow tax-free for longer. Will this change how you plan for retirement?
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.
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2024-177645 Exp. 7/26
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