Becca

About Becca

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So far Becca has created 135 blog entries.

What if 1 Million Dollars Isn’t Enough to Retire?

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, "Is my nest egg enough?" It's a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much [...]

2023-04-15T19:36:45+00:00April 17th, 2023|Retirement Income Planning, Retirement Planning|

Exploring The Difference Between an Investment and an Expense

In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return.[1][2] While the two ultimately have the [...]

2023-04-10T15:59:51+00:00April 10th, 2023|Financial Planning|

Navigating Retirement as a High-Net-Worth Individual

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and [...]

Current Market Risks and Your Retirement

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that [...]

2023-03-27T14:36:50+00:00March 27th, 2023|Economy, Retirement Planning, Stock Market|

Wonder and Wander Through Enriching Museums

Going to museums can be a truly joyful experience that offers a wealth of cultural, historical, and artistic treasures. Here are some of the reasons why visiting museums can be such a rewarding experience. Cultural enrichment: Museums offer a unique opportunity to learn about [...]

2023-03-24T16:29:12+00:00March 24th, 2023|Lifestyle|
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