Sachs Financial

Do you need a million dollars to retire? Or do you have another number in your head to reach before you feel confident about leaving the workplace? This week, we take a look at how much we should be saving for retirement and whether we’re asking ourselves the right questions about retirement readiness.

Rethinking the Million-Dollar Retirement Benchmark If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did the $1 million retirement benchmark come from? A: Historically, $1 million became

You’ve built up your retirement savings, and now it’s time to use it! But have you mapped out a tax strategy for your retirement income plan yet? Check out our blog on tax-efficient ways to prepare for your summer and beyond!

Tax-Efficient Strategies for Summer Adventures and Beyond For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule.

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

Values-Based Investing: From Trend to Strategic Alignment You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their