Stableford Capital Insights

Sustaining your savings through retirement involves a blend of foresight, discipline, and strategic decision-making. With the right strategies and advice, you can confidently embark on this journey and enjoy the fruits of your labor without financial worries.

Women’s finances are on an upward trend. Financial planners are now designing investment plans to meet the needs and expand the opportunities leading to financial independence for women. As women begin to build more wealth, women investors are looking to achieve financial independence, often out-earning men in their portfolios.

The recently-passed Setting Every Community Up for Retirement Enhancement Act may change the way people save, and use, retirement funds. The Act comes with some changes that are worth taking advantage of—and some that are worth being aware of. As this took effect January 1, 2020, be sure to discuss possible impacts to your retirement planning with your tax professional soon.

There are two important tools to be aware of that can both minimize your taxes AND bolster your retirement investment plan. Is a backdoor Roth or Rich Person Roth right for your retirement investment plan? An experienced financial advisor can really help guide you along your personal roadmap to you meet your specific goals.