Wealthologist Wisdom Fall 22
Should you be concerned about rising interest rates? Where is the Bull in Bull Markets? The Details of the Inflation Reduction Act and Life Insurance…A College Funding Alternative? Chris Hobart and the team at Hobart Wealth answer your pressing questions in our Fall 2022 issue of Wealthologist Wisdom
Three Steps You Can Take to Stretch Your Money Further in Retirement
Growing your nest egg and generating retirement income is more challenging for today’s pre-retirees than ever before. Why is this happening? People are nervous about investing – and potentially losing …
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Consider the Big Picture When It Comes to Social Security
The traditional rule of thumb for Social Security says you should delay filing for benefits as long as possible. Why? Because your benefits grow by 8% every year that you delay, up until age 70. That’s a guaranteed 8% return on your money – who wouldn’t want that?
Avoid These Tax Mistakes in Retirement
Do you think you’ll pay fewer or more taxes in retirement? If you said fewer, brace yourself – because you may not like what you’re about to read.
Doctor, Doctor, Give Me the News
Have you ever visited your doctor with a specific concern or list of items to discuss – and left the appointment wondering what just happened? It may feel like your …
6 Questions to Ask Yourself About Retirement
Have you ever stopped to think about what you really want your retirement to look like? Living out a great retirement starts with a vision – a plan that acts as a …
It’s Time for the Money Talk
It’s Time for the Money Talk As a nation, we’re a tight-lipped bunch when it comes to our money. Talking about how much we have and what we do with …
Investors Deserve Honesty and Transparency from Financial Advisors
Many years ago, my grandmother was the target of a swindler in the form of a financial advisor. He was smooth, he seemed to know what he was talking about, …
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Lessons Chris has learned about retirement from his parents
My wife surprised me with tickets to Justin Timberlake’s Man of the Woods tour in Charlotte last week. But the bigger surprise was finding out my parents were going to …
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4 Tips for Helping Your Kids Develop Good Financial Habits
Research shows that many of our money habits start as young as age three, and that the lessons we’ve learned by the age of seven have determined our permanent financial …
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