About Becca Mack

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So far Becca Mack has created 70 blog entries.

Know These 3 Mistakes or Else You’ll Strike Out on Your Taxes

You may be wondering where to begin thinking about your tax strategy so you are not excessively taxed in retirement. Avoiding these three common mistakes can help you begin thinking about what a comprehensive tax strategy might look like for you. Having Too Much Taxable Income When you approach retirement, you'll have to start thinking [...]

2022-09-30T20:07:43+00:00October 3rd, 2022|Financial Planning, Taxes & Tax Planning|

Don’t Let Your Emotions Control Your Finances

If you follow markets or financial news, especially in the past few years, you may feel you are on an emotional rollercoaster when your portfolio makes a big jump or declines steeply. When markets keep going up, it may start to feel like you’re leaving gains on the table by not rebalancing your portfolio to [...]

2022-09-26T15:31:58+00:00September 26th, 2022|Psychology, Stock Market|

Worried About a Bear Market? Here’s How Long It Could Last

We hear the term “bear market” and may start to panic. But bear markets don’t always last long, and one can be quite different from another. There are many factors that can influence the market, making it very hard to predict its movements. If you’re worried about a bear market, know the facts. How Long [...]

2022-09-21T17:21:16+00:00September 21st, 2022|Stock Market|

Traveling in Retirement on a Budget

Reaching retirement is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for isn’t a walk in the park, especially nowadays with inflation affecting where and how we spend. This is particularly true when [...]

2022-09-12T16:02:26+00:00September 12th, 2022|Financial Planning, Lifestyle|

Solving for Variables in Retirement

Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as multiple variables started appearing, it got more complicated. Unfortunately, when planning for retirement, there are often several variables at play – an unpredictable market, potentially [...]

2022-09-08T16:48:03+00:00September 6th, 2022|Retirement Planning|

Is Now the Time to Revisit Your Financial Plan?

When the market is at an all-time high, you may not be worried about running out of money in retirement. Your house may be paid off, the kids are grown up and are financially independent, and there’s always Social Security to fall back on. But what about when your retirement expectations aren’t met? While the [...]

2022-09-08T16:44:49+00:00August 29th, 2022|Financial Planning, Retirement Planning|

Wealth and Income, What’s the Difference?

Last year, you may not have worried about market downturns or cost-of-living increases, but with market volatility and inflation threatening retirement plans this year, plus continued rate hikes from the Fed, it’s important to make sure you know your options when it comes to protecting your wealth, earning income, and knowing the difference between both. [...]

2022-08-22T14:01:28+00:00August 22nd, 2022|Retirement Income, Retirement Planning|

Let’s Talk Long-Term Care Planning

No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Without a solid plan in place that addresses the potential expenses associated with LTC and health risks, your savings could be [...]

2022-08-18T13:17:30+00:00August 15th, 2022|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 [...]

2022-08-10T17:17:54+00:00August 8th, 2022|Financial Planning, Retirement Planning|
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