Mediate Financial Blog
We help individuals and families work toward achieving their ideal retirements.
Taxes After Retirement
When you retire, your regular paycheck stops, but unfortunately, your tax obligations do not. And that really stinks – after all, you already ran the race! You played the game, what more do they want? Well, the answer to that…
Why Financial Literacy is Your Best Investment
by Christopher E. Mediate Investing in your financial literacy is the best investment you will ever make. Read that again, but slower. For some of you, that might be a tough pill to swallow. After all, learning about money, how…
Investment Ideas for Seniors in 2023
From 2020 to now, the stock market has been as unpredictable as it’s ever been. Market corrections, tight interest rates, inflation, global unrest, and much, much more. All of which have had their fair share of effects on the market….
How the Bank Run Has Affected Pensions
by Christopher E. Mediate The collapse of Silicon Valley Bank due to last weekend’s bank run has sent a ripple across the American banking system, and one of the notable pressure-points it’s hit have been pension funds. The closure of…
How to Choose a Financial Advisor & What You Should Ask
by Christopher E. Mediate Did you know that more than two-thirds of near-retirees haven’t met with a financial professional? No, really! When you put into context the past few years of economic uncertainty, I find that statistic particularly alarming. Per…
Boomers and Retirement: The Big Question
The pandemic has become a new variable in deciding when to retire. Some near-retirees lost their jobs and decided to go ahead and turn in the towel. Others were focused on the health risk and determined it was better to…