Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made. With
Catch-up Contributions are additional contributions allowed for individuals aged 50 and older to save more for retirement. Financial terms can be confusing, and it can
Small-cap is the market capitalization of the stocks of companies with market values less than $3 billion. Financial terms can be confusing, and it can
