Strategic Roth Conversions
As you approach retirement, you'll have to make decisions that can impact your finances for years to come. One important [...]
April
10
March
13
Silicon Valley Bank Goes Under
The next time you hear someone say that they just know what is going to happen next in the markets [...]
May
21
Fortune Favors the Brave
For almost 100 years now, the S&P 500 has averaged 1 bear market every 4 years. When the S&P 500 [...]
March
8
This Is a Bear Market
Forget the technicalities. We are in a bear market. The indices might not fit the definition since they are not [...]
January
16
Inflation Bonds
I usually get asked what to do with excess cash savings. I never really have a GREAT answer. Rates are [...]
August
11
Taxation of Social Security
The taxation of Social Security benefits is a topic that can be a bit tricky. Most people know that the [...]
January
3
Have You Heard of Cash Balance Pension Plans?
If no, I wouldn't blame you. Believe it or not, most financial advisors and accountants don't even know what they [...]
October
4
Election Considerations
With the upcoming election, I know that there are many more implications than just money. There are obviously political, health, [...]
May
3
What Matters Most
To no one’s surprise, April was an absolutely awful month for the economy. Numbers were released that showed a GDP [...]