We sat down with Lasso founder, Chip Castille, to ask him the top retirement questions that Lasso users had. Chip is currently the Founder and CEO of Lasso, but in his previous life, he has held roles that largely specialized in retirement. He has over 30 years of experience driving innovation in the wealth and... Continue Reading →
How Could Inflation Affect Your Retirement Plans?
You’ve probably heard about the historically high inflation rates hitting the U.S. right now, leading to rising prices of gas, groceries and even home utility bills. In essence, you’re paying more for the exact same goods and/or services (cue the sad trombone). But inflation also has long-term consequences that might not seem obvious at first... Continue Reading →
The Silver Lining of Volatile Markets? Your Retirement Savings
Scared to open your investment statements lately? I don’t blame you. Stock markets have dropped precipitously over the summer, inflation is on the rise, and, with the Federal Reserve announcement of the highest interest rate increase since 1994, big purchases are looking more expensive than ever. But before you despair, there is a silver lining... Continue Reading →
6 Costs You’ll Need to Cover in Retirement
Do you sit in a cubicle dreaming of retirement? Are there a host of hobbies just waiting for you to hit that sweet 65 mark? If so, you’re not alone. Most people hope to retire from working at some point to travel, spend more time with family and friends, or even just relax. Whatever your... Continue Reading →
How to Manage Your Money Like a Boss
So you want to manage your money, but you’re not exactly sure where to start – or even what the term “money management” includes. Whether you’re taking the first steps in money management or are already well on your way, we’ve got you covered with the strategies and tools you need to take your finances... Continue Reading →
What’s a Roth Conversion (and Why Should You Care)?
Retirement planning is more than just throwing your extra change into a savings account – it’s about creating a long-term plan tailored to your current lifestyle and future goals. With all of life’s ups, downs and unexpected turns, that can get pretty messy. That’s why retirement planning is so important – it accounts for all the... Continue Reading →
4 Keys of Successful Retirement Plans
Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was contributed by Ian Weiner of Simply Retire. Long-term retirement planning is like doing a puzzle – but not the kind where you start with the border and then start building the picture one... Continue Reading →
Essential Money Skills for 20-somethings
Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was contributed by Shane Sideris of Synchronous Wealth Advisors. Your 20s are an exciting decade of searching, self-discovery and figuring out how you’ll do this thing called “adulting.” This is typically seen as the... Continue Reading →
4 Questions to Consider Before You Start Saving for Retirement
Saving for retirement is a strange thing. It feels like a distant concern that you don’t need to worry about, but you also tend to have a constant nagging sense that you’re way behind with saving. Those two perspectives tend to cancel each other out in most people’s minds, so they opt to not do... Continue Reading →
How Much Money Do I Need to Retire?
It’s never too early to start putting together a retirement plan, but you won’t get very far if you’re not asking the right questions. The most basic questions are: How much money do I need to retire? How do I figure out how much money I’ll need? Those questions may almost seem a little too... Continue Reading →