Bussa Financial Partners

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

Retirement may change your perception of investment risk.

Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

It’s possible to avoid these classic traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Every year since 1947, the U.S. President pens an economics textbook.

Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

Embracing your identity and purpose in retirement can help you avoid negative behaviors that thwart your happiness, joy and well-being.

Key to a Happy Retirement? Finding Yourself

Advisers and recordkeepers discuss plan design for the burgeoning small business 401(k) market.

Small Business Plan Design in Practice | PLANADVISER

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

1 in 5 adults ages 50+ have no retirement savings, and more than half are worried they will not have enough money to support them in retirement, according to a new AARP survey. The study reflects concerns amid a shaky economy, high prices and an uncertain future.

One in Five Americans Have No Retirement Savings. Do You? 20% of adults ages 50+ have no retirement savings, 61% worry they won't have enough at retirement, as per new AARP survey. Plus six tips to start saving now.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

Going to college is supposed to be the path to a more prosperous life. But the cost of getting a degree has become a financial albatross, weighing down borrowers from the day they graduate to the day they retire — if retirement is even possible.

Student debt is haunting Americans from graduation to retirement | CNN Business

Sponsored by FirstUp The journey of a customer is crucial for any business. It’s a given, right? Happy customers equal growth and drive revenue and profitability. But so often, we neglect to consider the people behind it. The employee experience plays a significant role in the sustainability of an organization, regardless of its size. Research The post The Employee Experience: How to Map & Execute a Successful Journey appeared first on TalentCulture.

The Employee Experience - TalentCulture The employee experience plays a significant role in the sustainability of an organization, regardless of its size.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

The majority of Americans who have maxed out their credit cards said they did it because of price increases from inflation, a recent survey from Debt.com said.

1 in 3 Americans maxing out credit cards because of inflation: survey

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Monthly Market Insights | May 2024 U.S. Markets Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy. The Dow Jones Industrial Average dropped 5.00 percent, while the Standard & Poor’s 500 Index declin...

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.