What We Worry About | Blue Ridge Wealth Planners

Published on April 13th, 2021 A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive…

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An Update on Municipal Bonds | Blue Ridge Wealth Planners

Published on April 6th, 2021 Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector is to invest in municipal bond mutual and exchange-traded funds. In 2021 alone, that’s where investors placed a record-high $96.8…

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