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How to Recession-Proof Your Assets
Saving & Retirement Lindsay Dell Cook Saving & Retirement Lindsay Dell Cook

How to Recession-Proof Your Assets

So far this year, we’ve seen the stock market put up record breaking numbers, but several analysts have come out to claim that a market “correction” may happen within the next 18 months. It’s certainly enough to make you take another look at your finances and consider where you have exposure and what can you do to hedge against the next recession.

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The Two Investment Tools You Need to Know About
Saving & Retirement Lindsay Dell Cook Saving & Retirement Lindsay Dell Cook

The Two Investment Tools You Need to Know About

Investing for retirement is important, but some people might be surprised to know that the IRS actually limits the amount you can contribute to certain retirement funds. So where should you be putting your money? Luckily, there are two great investment vehicles to consider when you want to grow your money, but have the flexibility to withdraw funds prior to retirement.

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Why Overthinking Your Investment Strategy is Costing You​​​​​​​
Saving & Retirement, Building Wealth Lindsay Dell Cook Saving & Retirement, Building Wealth Lindsay Dell Cook

Why Overthinking Your Investment Strategy is Costing You​​​​​​​

We all feel the pull to “beat the market” and to ensure that our investments are performing at an acceptable level, so often we wait for the perfect moment to invest or that shining stock that you can sell for 10 times what you bought it for. These are all good things to strive for, but for most of us, this opportunism can really hurt us.

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Should You Factor Social Security into Your Retirement Planning?
Saving & Retirement, Taxes Lindsay Dell Cook Saving & Retirement, Taxes Lindsay Dell Cook

Should You Factor Social Security into Your Retirement Planning?

As a millennial, I’ve always heard that Social Security income will be a thing of the past by the time we reach retirement age. The ultimate question is whether you should factor these benefits into your future income or assume that the social security system as we know it will have disintegrated by the time we come to retirement age. Here are the basics to consider.

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Do You Really Need a Budget?
Income & Expenses Lindsay Dell Cook Income & Expenses Lindsay Dell Cook

Do You Really Need a Budget?

I’ve seen a string of articles recently that have gone against the traditional wisdom that a budget is an instrumental part of any financial planning. In part, even my budget-loving self has to admit that there is some truth to this. Not everyone NEEDS a budget, but everyone can benefit from a budget. So what should you really be getting out of your budget?

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