Posts by Marissa Barnhill
Navigating Retirement Choices: Should You Opt for a Lump Sum Pension Withdrawal?
For those with pension options, retirement planning presents a pivotal choice: opting for a pension via annuity payments or a lump sum withdrawal. The annuity, akin to a regular paycheck,…
Read MoreUnderstanding Internal Rate of Return in Investment Decisions: A Comprehensive Guide for Individual Investors
In the complex world of investments, understanding the internal rate of return (IRR) can be a game-changer for individual investors. IRR is not just a metric; it’s a compass that…
Read MoreBeyond the Forgotten 401(k): Transforming Neglected Savings into Retirement Readiness
In the landscape of personal finance, the 401(k) stands as a testament to long-term savings and retirement planning. Most employees embark on this journey with enthusiasm, opening 401(k) accounts to…
Read MoreEstate Planning Essentials: The Impact of Step-Up in Basis on Your Legacy
Navigating the financial implications of investments and estate planning is crucial for savvy financial management, especially when it comes to understanding “cost basis” and the significant impact of a “step-up…
Read MoreThriving Beyond 100: The Blue Zones Financial Blueprint for Longevity
In a world where the quest for a longer, healthier life is universal, the remarkable communities known as Blue Zones offer invaluable insights. These unique regions, where people live significantly…
Read MoreWomen and Wealth: Strategies for Saving, Investing, and Financial Growth
In a world where financial independence is often synonymous with personal freedom and empowerment, women face unique challenges and opportunities on their path to economic self-sufficiency. Whether navigating the complexities…
Read MoreThe Balancing Act: Tips for the Sandwich Generation
In today’s fast-paced and ever-evolving world, a unique demographic has emerged, known as the Sandwich Generation. This term refers to a group of adults who are simultaneously juggling the responsibilities…
Read MoreDecoding Executive Compensation: Navigating the Complex World of Executive Benefits and Incentives
In the dynamic arena of publicly traded companies, executive compensation is more than just a paycheck. It’s a sophisticated blend of salary, bonuses, stocks, and perks designed to motivate leaders,…
Read MoreFinancial Literacy in Your 60s and Beyond: Building a Retirement Plan
Embarking on your 60s brings unique financial challenges and opportunities, highlighting the profound importance of financial literacy for a stable future. Understanding the art of retirement planning is more than…
Read MoreFive Key Questions to Guide Your Retirement Planning
As you age, retirement planning becomes not just a consideration but a necessity. The journey to a comfortable retirement is paved with careful planning and informed decisions. But with so…
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