The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages tied up with string. Everything’s shiny and cozy but you can’t extinguish that tiny feeling that you went way over budget this holiday. You’re not alone; holidays are a particularly financially stressful time for many.
You might be surprised to learn that your pension and IRA assets are protected from fraud, malfeasance and sly predation by an entirely different government agency than your taxable and brokerage accounts.
As you approach your "third act," does it need to be adjusted?
Retiring? Saving for retirement? Here's some good news.
Your outlook may influence your financial outcome.