Your 70s should be a time to enjoy what you’ve spent decades working toward. For many people, the early part of this decade is an opportunity to travel, spend more time with family and friends, pursue hobbies, and finally make room for some of the things that were difficult to prioritize during their working years. Read More
Your 60s are often the decade when retirement shifts from a future goal to an immediate decision. After years of saving and investing, the focus begins to change. Instead of asking how much you should be saving, you’re more likely to ask how your savings will support the life you want to live. Retirement doesn’t Read More
Your 50s are often the decade when retirement starts to feel real. For many people, careers are well established, children are becoming more independent, and the focus begins to shift toward what life will look like after work. While there is still time to make meaningful financial progress, the decisions you make during these years Read More
Your 40s often bring a different set of financial challenges than previous decades. Careers are typically more established, income may be higher, and you’ve likely accumulated more assets than you had in your 20s or 30s. At the same time, expenses can reach their peak as mortgage payments, children’s activities, college planning, and family responsibilities Read More
Your 30s can be some of the busiest years of your financial life. Careers are moving forward, incomes may be increasing, and many people are buying homes, starting families, or taking on new responsibilities. With more happening at once, financial decisions often become more complicated than they were a decade earlier. This stage of life Read More
Your 20s are an exciting decade filled with major life changes: graduating college, getting your first job, buying your first car, or perhaps your first home. Here at Schenley Capital, we recommend that you establish healthy financial habits that can have a long-lasting impact on your future. The good news is that small and consistent Read More
Artificial intelligence has quickly become one of the biggest stories in today’s markets. It seems like every week brings another announcement about a breakthrough in AI, another company incorporating it into its business, or another stock reaching new highs because of its perceived AI potential. As a result, many investors are wondering what role AI Read More
A Roth conversion is the process of repositioning your assets from a Traditional IRA to a Roth IRA. It is a unique and exciting retirement savings opportunity! The purpose of the conversion would be to shift your assets into a Roth IRA which has the optimal tax-favored status. So why would you consider such a Read More
As we are quickly approaching the end of the year, we should all be thinking of actions we can take before year-end to reduce our taxes. For many of us, this is not a fun topic to think about. We thought it would be helpful to remind you of a couple of tax tips you Read More
Our clients recently came to us to manage their family’s portfolios. They are nearing retirement and are concerned about taxes. They mentioned that they had just bought a beautiful home on the Isle of Palms in South Carolina near Charleston. They thought it was the place for them to retire and a convenient place for Read More