About Becca Mack

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So far Becca Mack has created 51 blog entries.

Don’t Forget About Estate and Legacy Planning in Retirement

According to recent studies, the “great wealth transfer” will have baby boomers transferring as much as $72.6 trillion to their heirs by 2045.[1] Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Whereas legacy planning is defined as a [...]

2022-05-09T13:47:28+00:00May 9th, 2022|Estate Planning|

Don’t Let Your Retirement Be Held Hostage By the Market

We saw record highs in 2021, but 2022 may turn out to be an entirely different story. The market is reacting poorly to the prospect of slow economic growth and the reality of high inflation. We recently saw the NASDAQ have its worst loss since 2020. Many investors may fear a recession amidst a volatile [...]

2022-05-02T13:16:13+00:00May 2nd, 2022|Economy, Retirement Planning, Stock Market|

Keep An Eye On Your Expenses and Retirement Budget

Do you know how your expenses will change in retirement? You most likely can expect things like your food budget and electrical bills to remain somewhat constant, but certain expenses surrounding transportation and leisure activities might see some drastic changes due to your newfound freedom. It can be hard to wrap your head around how [...]

2022-04-26T22:12:28+00:00April 26th, 2022|Financial Planning, Retirement Planning|

Don’t Forget About Healthcare When Planning for Retirement

We know life is busy and that you may miss (or consider skipping) doctor’s appointments on occasion. As the cost of healthcare continues to increase, it makes it extremely important for you to account for healthcare when planning for retirement. If your health slides, it can cost you financially, but this can be lessened based [...]

2022-04-11T13:24:27+00:00April 11th, 2022|Financial Planning, Health & Medicare|

3 Quick Tips to Help Get Your Savings on Track

If there’s one thing that we can all agree on, it’s that we lead busy lives. Whether you’re in your final years of working or early stages of retirement, it’s important that you carve out enough time to do the things you love, with the people you love. But the important question remains: Will I [...]

2022-04-04T14:00:15+00:00April 4th, 2022|Financial Planning, Retirement Planning|

Helpful Steps to Take for an Early Retirement

Retiring early can be extremely challenging, but not impossible. You may be able to achieve your goal of early retirement if you follow certain steps to help get you on the right path. However, it will require you to cut down on your expenses, increase your retirement savings, or a combination of the two. First, [...]

2022-03-28T14:19:20+00:00March 28th, 2022|Retirement Planning|

Plan for a Safe and Rewarding Life in Retirement

After first creating your retirement plan, you must constantly review your strategies to make certain that you stay on track toward achieving a safe and rewarding life in retirement. It’s important that you educate yourself and seek assistance from a trusted financial advisor to help achieve your personal retirement goals. In the end, planning your [...]

2022-03-08T15:29:41+00:00March 7th, 2022|Retirement Planning|
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