Retirement Blog

Ralph Short has been helping Virginia residents strategize and plan for retirement for nearly four decades. There are many people who have worked hard and saved up for their envisioned future, but that is just part of the journey.

Ralph routinely posts informative blogs and articles that help retirees and pre-retirees alike with topical information on a financial world where trends and regulations are constantly in motion.


Insurance Review

If you take pride in managing your retirement plans, it is likely you check on investments, balance, and the risk level of your portfolio. You make sure it keeps pace with your overall goals from year to year. As the year winds down, it is also important to reevaluate the...

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Tax-Loss Harvesting

The numbers behind finance and taxes can be as beneficial as they are confusing. Sometimes they do both at once. In fact, it is possible for your own loss to come full-circle and act as a gain. Markets have generally trended upward recently. However, bouts of volatility could easily mean...

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End of Year Checklist

The days are growing shorter and there are not many pages left on that 2024 calendar. This is the time of year to prepare for all that 2025 has to offer. It is important to take a final look at what you can do financially to help your future self....

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