Financial Strategy Archives - The American Retiree

Don’t miss these seven essential year-end financial tasks

As the year comes to a close, it’s time to turn your attention to your tax and retirement planning. With the tax deadline well behind us, accountants have more availability for tax-planning meetings. This is an opportune time to reflect on the year and make any necessary changes to your financial strategy. You can start by checking off these seven year-end financial tasks. 1) Tax-loss harvesting Take the time to analyze your portfolio and determine …

Optimizing Your Retirement Accounts: A Mid-Year Guide

We delve into the optimal strategies for structuring retirement accounts, starting from the basics of diversification to leveraging the benefits of Roth accounts and Health Savings Accounts.

Here Are 14 Methods for Improving Your Financial Decision Making

According to some estimates, humans make a staggering 35,000 decisions every day. That equates to about 2,000 options for each hour of awake time. Thankfully, most decisions (such as what to eat for breakfast or what shoes to wear) are made swiftly and spontaneously. However, several decisions in life require a more thorough approach.