There are a few ways to create wealth before retirement – make more money, earn more on your investments, reduce your expenditures. But, there’s one approach that is more exciting than those – implementing tax minimization strategies.
To avoid burnout at work or bad morale among employees in light of the post-COVID era, consider making changes: a four-day workweek, a hybrid work model, or taking a sabbatical. Of course, don’t forget some basic changes you can make at home as well.
Russia’s invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. The globally diversified, factor-based approach employed by Oasis Wealth is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets.
There are many similarities in March Madness and preparing for retirement. Not only do we have the opportunity to create our “One Shining Moment” in our journey, but we have to realize that there is indeed a finite period of time. We have to adjust to outside obstacles (bad refs), must have the will to prepare to win, and need to implement the fundamentals (pass it how many times?) to experience success.
Oasis is growing! Scott Winkler, CFP®, CPA/PFS, joins Oasis Wealth Planning Advisors. We are thrilled to have him and his expertise as part of the team. We not only gain Scott’s wisdom, but we continue to grow our ability to serve the Atlanta area while still serving our main hub in Nashville!
Making a career change now to take advantage of the imbalance in supply and demand may lead to increased financial prosperity and life fulfillment. However, don’t be too quick to make a move before you do some deep self-evaluation and consider the related holistic planning and retirement issues.
Just like clockwork, Alabama makes it to another NCAA Football Championship and we start paying attention to the new IRS tax numbers. Enjoy!
Should we count on Social Security benefits when we plan for retirement? Yes, but there are caveats. Is the Social Security funding in trouble? Yes, but sensible legislation can and will be passed to shore up this important part of retirement for generations to come.
