Fed Projections Suggest Three Rate Cuts in 2024
MaxWealth Management Blog
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3d ago
Fed Projections Suggest Three Rate Cuts in 2024 As expected, the Federal Open Market Committee (FOMC) decided to keep the target range for the federal funds rate at 5.25 to 5.50 percent for the fifth consecutive meeting, as it wants to ..read more
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Questions to Ask If Navigating a Solo Retirement
MaxWealth Management Blog
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3w ago
Pursing not only a confident retirement, but one that is vibrant and fulfilling Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a unique set of ..read more
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A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions
MaxWealth Management Blog
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3w ago
529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these ..read more
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5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status
MaxWealth Management Blog
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1M ago
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a ..read more
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How to Prepare Your Finances for an Election Year
MaxWealth Management Blog
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1M ago
Election years create a certain level of uncertainty regarding your finances and investments. During continued market volatility, an imminent election can make investors tense. All followers of political parties believe their party ..read more
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The Double-Edged Sword of Retirement Planning
MaxWealth Management Blog
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1M ago
Inflation impacts today’s savings rates and tomorrow’s retirement comfort Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement ..read more
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High-Net-Worth Retirement Planning: How Social Security Fits In
MaxWealth Management Blog
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2M ago
As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the ..read more
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Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)
MaxWealth Management Blog
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2M ago
The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k ..read more
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How High Earners Can Build a Strong Retirement with Their 401(k)
MaxWealth Management Blog
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2M ago
Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to ..read more
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Why Your Credit Score Matters in Retirement
MaxWealth Management Blog
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2M ago
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower ..read more
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