Here are more tips and ideas to help you grow your investments and your wealth.
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Jody L. Holt, AAMS®
Holt Wealth Management LLC
Registered Investment Adviser
806.391.9331
jody@holtwm.com
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March 26, 2025
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Managing Your Income During Retirement
Retirement is a pivotal phase demanding proactive income management for a stress-free life. Initiate a comprehensive budget, prioritizing essential expenses and factoring in discretionary spending. Diversify income sources to mitigate risk, incorporating …
Newsletter Station
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What Is ‘Phantom Wealth’ (and What to Do If You Have It)
​Despite U.S. millennials' net worth nearly quadrupling since 2019, many still feel financially insecure due to "phantom wealth"—assets that exist …
Life Hacker
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The Rising Cost Of Eggs (And What It Says About The Economy)
Egg prices have soared nearly 50% since 2020, reflecting deeper economic issues beyond breakfast. In the latest HerMoney podcast, financial …
Her Money
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Late to Retirement Planning? 7 Strategies to Help You Catch Up
Falling behind on retirement planning? The Motley Fool outlines seven proactive strategies to help you catch up. Key tips include …
The Motley Fool
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The five keys to unlock homeownership for emerging buyers
Rising home prices and high interest rates have made homeownership feel out of reach for many emerging buyers, but experts …
Fox Business
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Average Social Security Benefit for Ages 62, 65, 67, and 70
According to recent data, the average Social Security benefit varies significantly based on the age at which retirees begin collecting. …
The Motley Fool
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Ways to Build Financial Intimacy in Your Relationship
The article emphasizes the importance of early and open financial discussions in relationships to prevent future misunderstandings. She suggests initiating …
Life Hacker
Cartoon
"It's a steamy novel about an accountant - Fifty Shades of Red."
Copyright © Randy Glasbergen
The day was Mar 27. What year was it?
FDA Approves Viagra
What Year
The Food and Drug Administration approves use of the drug Viagra, an oral medication that treats impotence.
See the answer below.
Quote of the Week
"Every time you borrow money, you're robbing your future self."
Nathan W. Morris
Trivia
Which building is on the back of the US $50 bill?
See the answer below.