Are You Part of the Great Wealth Transfer?

matt dages Are You Part of the Great Wealth Transfer

Here’s a number that’s hard to wrap your head around. Baby boomers currently hold somewhere between 85 and 90 trillion dollars in household wealth. And with roughly 10,000 Americans retiring every single day, that money is on the move. The question isn’t really whether this wealth transfer affects you. It’s whether you’re ready for it, … Read more

Is the Trump 401(k) Right for You? Dividend Stocks, Retirement Myths, and the Income Question Everyone’s Asking

matt dages Is the Trump 401(k) Right for You_

There’s a lot of noise right now in the retirement planning world. New policy proposals, confusing headlines about dividend yields, market swings that make people want to pull their money out entirely. On this week’s episode of the Bright Wealth Management Show, Matt Dages cut right through it all. Listen to the full episode here. … Read more

Retiring Without Heirs? Here’s What Your Plan Actually Needs

matt dages Retiring Without Heirs

Most retirement planning conversations start with the same assumption: there’s a spouse, maybe some kids, probably grandkids somewhere down the line. But that picture? It’s changing faster than a lot of people realize. One of the fastest-growing groups entering retirement right now is people doing it solo. No spouse, no children, no built-in safety net. … Read more