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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

 
Roth Conversions During Market Corrections financial planning market correction retirement planning roth conversion Mar 25, 2025

Introduction

Market volatility can be unsettling, especially when it impacts your retirement portfolio. However, smart investors know that even in turbulent times, there are opportunities to strength...

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Should You Really Buy the Dip? What Retirees Need to Know down market financial security retirement advice retirement strategies Mar 18, 2025

You’ve probably heard it before: “Buy the dip!” It’s one of the most popular pieces of advice in the investing world. The idea is simple — when the market drops, it’s the perfect time to buy because y...

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Which Accounts to Spend Down First retirement accounts retirement advice retirement planning roth conversion taxes Mar 04, 2025

One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...

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Planning Beyond Social Security financial planning retirement advice retirement planning social security Feb 25, 2025

Is Social Security Secure? What You Need to Know

For decades, Social Security has been a cornerstone of retirement planning. But as headlines warn about its future, many retirees and those approachin...

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3 Steps to Protect Your Portfolio in Uncertain Times recession retirement planning retirement strategies roth conversion taxes Feb 18, 2025

Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...

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The Truth About Trade Wars and Your Retirement Savings—Are You at Risk? diversification economics retirement retirement planning savings tax implications Feb 11, 2025

In an era of increasing global trade tensions, retirees and those nearing retirement must stay informed about how economic policies can affect their financial well-being. Trade wars—conflicts between ...

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Tax Saving Moves 2025 financial planning investments retirement advice retirement planning tax loss harvesting Feb 04, 2025

Maximize Your Tax Savings in 2025: Key Moves for Retirees

It is 2025 and the Tax Cuts and Jobs Act (TCJA) is about to expire. For retirees, this pivotal year marks a critical time to review your tax ...

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Predictions for 2025 financial planning investments market insights retirement advice smart investing Jan 28, 2025

What Retirees Need to Know About 2025 Market Predictions

As we enter a new year, questions about the financial future weigh heavily on the minds of retirees. With headlines warning of potential downt...

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Emergency Planning in Natural Disasters current events emergency fund financial planning financial security retirement planning retirement strategies Jan 21, 2025

How You Can Prepare Financially for Natural Disasters

Natural disasters are unpredictable and can have devastating effects on entire communities. For retirees, who often live on fixed incomes and rel...

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What the Tech Bubble Can Teach Us About Retirement Planning financial planning financial security retirement advice retirement planning Jan 14, 2025

A Look Back

When you think back to the tech bubble of the late 1990s and early 2000s, you might remember the meteoric rise of internet companies with little more than big ideas and catchy names. Inve...

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Navigating a Low-Interest Rate World: Strategies for Smart Retirement Planning financial security low interest rates retirement planning retirement strategies smart investing Jan 09, 2025

For decades, traditional retirement strategies often relied on steady interest rates. The concept was simple: save a substantial amount, invest in bank CDs or similar low-risk options, and live off th...

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Heading into Uncertainty: Beware of The Herd Dec 24, 2023

A Roller Coaster of Expectations

Let's take a little journey through time, shall we? Imagine we're on a financial roller coaster. At the end of last year, our coaster was raci

...
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