Mediate Financial Blog
We help individuals and families work toward achieving their ideal retirements.
4 Ways to Reduce Your Taxes in Retirement
Picture this: you have spent your whole life earning and saving. You’ve worked hard toward a well-earned retirement. You’ve made it to the mountain top, now it’s time to enjoy the view. But suddenly, tax season rears its head and…
The 2024 Retirement Gap
by Christopher E. Mediate You’ve probably heard it countless times by now, but the modern-day retirement looks different. This is thanks to a variety of reasons we can’t even begin to get into right now. But the gap between what…
Navigating Retirement Challenges in 2024: A Speed Run
As we step into 2024, retirees are (as usual) faced with a landscape that demands careful financial planning and strategic decision-making. Factors such as inflation and two years of stagnation in the S&P 500 index have the potential to significantly…
A Beginner’s Guide to Financial Advisors & Broker-Dealers
by Christopher E. Mediate It goes without saying that the world of finance can be… complicated. It’s an ecosystem that most casual onlookers don’t want much part in understanding outside of what they might know from watching The Wolf of…
Budgeting & Saving 101: How to Save
by Christopher E. Mediate So, you’ve established your budget and you now have a strategy on how to maintain one (refer to my blog entry on budgeting if you haven’t yet already: mediatefinancial.com/how-to-create-a-budget/). This now puts you in a great…
The Drawbacks of an Early Retirement
by Christopher E. Mediate Let’s face it, when it comes down to the subject of retirement, there are two mindsets that most people adopt. At one end of the spectrum, there are those who work and have a tough time…