At Socratic Better Wealth, we pride ourselves on the deep knowledge of our advisors. Through this blog, we hope to share some of this knowledge with you, our client. We encourage you to take some time and explore this page.
Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals?
You know a life insurance policy is an important part of your well-rounded financial plan. Here's what to look for when comparing policies.
Being self-employed doesn't mean your retirement plans need to suffer. There are many self-employed retirement options that can help with your finances later in life.
