planning
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Finances
Don’t play politics with your portfolio
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when…
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End of the year is a good time for a financial review and tune-up
People who are home with a little free time between now and the end of the year may want to…
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Finances
How low can interest rates go?
Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index…
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Should you change investments ahead of the election? Maybe.
Worried about what might happen to financial markets and your investments if we have the first contested election in 20…
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Finances
Who’s gonna pay for the ‘free’ lunch
The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone…
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Nearly 1/3 of investors 65+ sold stocks at the market bottom
Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes,…
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The trouble with trillions
Recently, President Trump signed ‘phase 3.5’ of emergency interim coronavirus relief, which comes with nearly a half trillion dollar cost.…
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Ways to avoid the new tax increase on retirement accounts
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement…
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The offer of a new life to begin a new year
The new year is an opportunity for a new start. I once heard about a leader that regularly took a…
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The 401(k) / IRA IQ Quiz: How safe is your retirement?
While we all love the season of giving, there is one place that many are likely giving far more than…
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