The FIRE Movement A radical new approach to working, saving, and retiring. Provided by The Brio Launch Team Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide. Adherents of the FIRE movement contend that many young adults can pursue financial […]
401(k) Loan Repayment A longer repayment time can be an advantage. Provided by The Brio Launch Team The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always avoidable for everyone or in every situation. In a true emergency, if you […]
Diversification, Patience, and Consistency Three important factors when it comes to planning your financial life. Provided by The Brio Launch Team Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to […]
Money Tips for Newlyweds Ideas to Help Manage Stress. Provided by The Brio Launch Team In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some cases the root may begin with habits formed early in the […]
How to Invest in LGBTQ+ Friendly Companies Make your money reflect your life. Provided by The Brio Launch Team On a sunny Friday in June of 2015, the Supreme Court of the United States (SCOTUS) made a monumental decision in Obergefell v. Hodges, which drastically changed the country’s social and financial landscape. Same-sex couples celebrated, the […]
Tax Moves to Consider in Summer Even as an early investor, now is a good time to think about a few financial matters. Provided by The Brio Launch Team Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings […]
Keep Calm, Stay Invested Expect volatility, but avoid letting the headlines alter your plans. Provided by The Brio Launch Team Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil […]
Is Your Company’s 401(k) Plan as Good as It Could Be? Two recent court rulings may make you want to double-check. Provided by The Brio Launch Team How often do retirement plan sponsors check up on 401(k)s? Some small businesses may not be prepared to benchmark processes and continuously look for and reject unacceptable investments. […]
The Financial Realities of Longevity Your financial future is up to you and no one else. Provided by The Brio Launch Team What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for […]
Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? Provided by The Brio Launch Team From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of […]