What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through December and the year 2023 and then shifts to a discussion on inflation, earnings and our outlook and positioning for the year ahead.
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
