Market reaches all time high despite Covid. Now what? Tips for what to do next.
2020 has been nothing short of astonishing in so many ways. A worldwide pandemic followed by civil unrest and now an impending
You Must Ask!
On June 30th the Securities and Exchange Commission Regulation Best Interest (REG BI) went into effect. The regulation establishes a best interest standard
BREATHTAKING
2020 has been nothing short of breathtaking. The S&P 500 reached an all-time high on February 19th and then proceeded to plummet
Yikes, I opened my Q1 investment account statements, now what do I do?
It seems like an eternity since the Coronavirus stay-at-home orders were put into place. So much terrible news day after day. There
Death of the Stretch – This is a BIG DEAL for IRA Beneficiaries
The Secure Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019 became effective January 1,
Top 17 Year End Planning Reminders
Despite the hustle and bustle of the holiday season, it just might be in your best interests to take five minutes to
This run won’t last forever!
Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now.
Heck yeah, time to consider a HECM!
HECM stands for home equity conversion mortgage – otherwise known as a reverse mortgage. Now before you stop reading this blog take
60/40 Portfolio Title
The good news: Financial advisors, if you invested $100,000 into a 60/40 portfolio 10 years ago (September 30, 2009) and let it
When Jack Bogle Talks, We Listen!
We originally posted this nearly three years ago!! Since then Jack has passed on, but his word are here to stay. Enjoy
Retirement Income Planning – The Unused IRA – Part Three of a Three part series.
In Part One and Two of this three part series we discussed the challenges of generating income in retirement. Those
Retirement Income Planning – How to Take Advantage of Being in the Tax Vacation Window – Part Two of a Three part series.
In Part One of this Three part blog series we discussed the challenges generating retirement income after you have retired.
Retirement Income Planning – How to maximize your after tax income – Part One of a Three part series.
Part One – The Problem You have worked hard. You have contributed religiously to your 401(k)’s and other qualified retirement
