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Be cautious not to let the excitement of returning to a more normal life lead to overspending.
Rather than worry about the next market correction, focus on what you can control and manage your portfolio to meet your financial situation. Markets will rise and fall but your asset allocation should be based on your financial time horizon, your liquidity needs, the stability of your income and your tolerance for risk.
The pandemic has forced us to reflect on our values and our priorities. With this new perspective now is an ideal time to set new life and financial goals.
For tax purposes your investment accounts fall into three major categories, tax free, tax deferred and taxable.
Individuals who are over 72 must take their RMD by December 31st of each year. If you are turning 72 this year, you have until April 1, 2022.
A major trigger of inflation is when supply cannot keep up with demand resulting in price increases.