Retirement Weekly

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

Medicare Open Enrollment Begins October 15 medicare social security Nov 19, 2019

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage...

Charitable Giving After Tax Reform forward tax planning Nov 01, 2019

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these...

The Dent of Debt In Your Retirement retirement planning Oct 01, 2019

We recently wrote an article about unanticipated factors in your retirement equation. We discussed the “how much you have when you retire” minus “how much you will need in...

Investment Strategies of the Wealthy investing Oct 01, 2019

A recent study performed by the investment research firm, Openfolio, found that the wealthiest 1 percent of American investors had higher returns, or less of a loss, than the rest of investors,...

What's Your Retirement Age? retirement planning Sep 01, 2019

There are a lot of questions that come up when retirement planning, all of them are important, and all of them are unique, but of all the questions there is one that really cuts through all of the...

Are Fees Eating Into Your 401(k)? fees retirement planning Aug 14, 2019

Fees are a common facet of an investment plan, but it's important to understand exactly what your fees are paying for. Oftentimes, people pay fees for static management, that isn't working for...

Do You Possess These Successful Investment Traits? investments Aug 06, 2019

Last Saturday morning, I read an article in The Business Insider about what creates lasting personal relationships. It spoke of psychologist John Gottman, who set up "The Love Lab" in 1986, with...

Do You Have ETFs Working For You? investments Aug 01, 2019

I often joke with folks about all of the abbreviations in the financial industry. IRA, RIA, FIA, VA, IUL, PFS, CFP; it’s crazy. Sometimes it sounds like a really disturbing spelling bee. I...

New IRS Tax Rule Impacting Your Retirement iras taxes Apr 01, 2019

When it comes to retirement planning, we say all the time that there are very few hard and fast rules for what an investor should do. Each investor faces a unique situation, with unique...

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