retirement
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The RMD Holiday
The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups…
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Finances
Dave Says: Great start, but follow the steps
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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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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Finances
Dave Says: Landlords and duplexes
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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50+ Lifestyles
The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out…
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Finances
Dave Says: Teaching the value of work…and money
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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The stock market in election years: should you be worried?
A common question I’ve heard as of late is ‘what’s the stock market going to do given the upcoming election?’…
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Travel
Former NFL player Benjamin Watson finishing documentary about abortion in America
Tight end Benjamin Watson is retiring from the New England Patriots, but he is moving into a new calling that…
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Finances
Dave Says: Should you have renter’s insurance?
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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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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