2021 Year-End Financial Checklist

Getty getty As 2021 comes to an end, now is a wonderful time to review some year-end planning strategies. Some of these ideas may apply to you, while others will not. However, it’s worth scanning the below checklist to see if there are any opportunities you’d like to discuss with your financial advisor, accountant, or…

Early Retirement Moves; Metaverse Face-Off

This is a preview of Sound Money, Forbes’ free weekly newsletter about pressing issues that matter to your financial well-being: personal finance, investing, taxes and retirement. Click here to get it delivered to your inbox on Thursdays. Investing for early retirement Getty Images Biden’s Infrastructure Package President Biden signed into law one of the largest infrastructure packages in U.S.…

Retirement Plans Should Be Integrated

Integration can result in a superior outcome for retirees getty Suppose that automobiles were marketed like retirement plans. Then the chassis, engine and tires would be marketed by different firms, and the buyer would have to put them together. Yes, this would be absurdly inefficient, yet that is exactly the case with retirement plans. The…