You probably didn’t set out to build a tech-heavy retirement portfolio. Nobody really does. But if you’ve got money sitting in an S&P 500 index fund, a growth mutual fund, or a target-date fund inside your 401(k) and you haven’t touched the allocations in years, there’s a decent chance tech is running the show whether … Read more
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
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
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