Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
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 ...
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...
Tempted to stash your money in a bank CD? Or maybe under your mattress? Think either one of
them will keep pace with inflation? Well consider
the following:
Inflation
In simple terms, inflation is...
On Monday, the Dow finished at a 3.5% loss, making it the third worst daily point drop in Dow history. Market commentators are blaming fears over the coronavirus as the source for the pullback.
Regar...
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 his c...
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 know it can...
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