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Financial News & Insights

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How Much Risk Is Too Much in Your Portfolio?

From a global pandemic to increasing inflation to political headlines to international unrest, it’s no surprise we have seen increased market volatility over the last couple years. And when it feels like our world is spinning out of control, it’s tempting to panic, especially when it comes to our finances. After all, human beings are naturally averse to loss, and the pain of losing is more powerful than the potential to achieve gains.

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How a Fee-Only Fiduciary Benefits You

As hard (and as long!) as you’ve worked to grow your wealth, attempting to DIY your financial plan may not be the best route. After all, developing strategies and tools to do that can be both daunting and time-consuming. This is where enlisting the help of a financial advisor could make a world of difference.

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What to Do When You Receive an Inheritance

If there is one thing that must be managed wisely, it’s your wealth, assets, and, most importantly, an inheritance. At Rand Financial Planning, we think it is important for you to have the necessary tools required to take on any financial challenge, whether it’s investment planning or preparing for retirement.

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Could A Retirement Tax Advisor Help You Unlock The Retirement Of Your Dreams?

They don’t call them the golden years for nothing. More time with family and friends, traveling, taking up new hobbies…and the list goes on. So you’re ready to leave the 9-5 world behind and begin the best stage of life: retirement. You’ve worked for decades to build your wealth and accumulate substantial retirement assets, but do you know how taxes will affect your nest egg? Don’t neglect to consider taxes in retirement, especially if you have multiple tax-deferred plans. It’s wise to have a tax strategist by your side to help you make the choices that might affect the rest of your retirement—for better or worse.

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Common Post-Retirement Risks You Should Be Aware Of

You’re kicking back, margarita in hand, on some undisclosed tropical island, lying in a hammock near the beach. This is the way it’s supposed to be—retirement at its finest. You worked hard for this, and you are going to enjoy it! At least for a while, before retirement bliss is met with some retirement risk realities. Be ready for whatever life throws at you. Here are a few common post-retirement risks and how to prepare for them.

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