by Mark R Tracy, MBA, CFP® | Lifestyle, Recent Posts, Retirement
As you approach retirement, fully stepping away from work might seem less appealing than it did a decade or two ago. Instead, many people embrace semi-retirement to balance the need for continued income with the desire for more leisure time. Semi-retirement offers a...
by Mark R Tracy, MBA, CFP® | Recent Posts, Retirement, Taxes
When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax dollars may significantly increase...
by Mark R Tracy, MBA, CFP® | Recent Posts, Social Security
The Social Security Fairness Act, HR 82 is a bill that was recently signed into law that repeals several decades-old provisions and aims to increase Social Security payments for nearly 3 million former and current public employees who also have other pensions. Who...
by Mark R Tracy, MBA, CFP® | Social Security, Technology
The reality is that everyone is at risk. Criminals target both the young and the old, and even the most tech-savvy among us can fall victim if the circumstances are right. Scammers will leverage fear and familiarity to try to convince us to act. But remember, you have...
by Mark R Tracy, MBA, CFP® | Enduring Principles
The presence of women in critical roles within businesses is essential and significantly impacts driving positive outcomes. Investors are increasingly recognizing the influence of women in achieving favorable results. Extensive research has consistently highlighted a...
