Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are the official tax numbers for 2019.