Prepare for Taxes On Your Retirement Accounts
The Biden administration has already spent $1.9 trillion on COVID relief and has plans to spend trillions more on infrastructure projects, Medicaid expansion, [...]
May 2021
Spring Growth – May 3rd, 2021
Markets were mixed this week on disappointing economic data. Initial unemployment claims set another new pandemic era record low for the second consecutive [...]
April 2021
How Will You Create a New Life In Retirement?
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having [...]
Is It Time to Spring Clean Your Financial House?
If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, [...]
Unenthused Markets – April 26th, 2021
Markets were mixed this week on fewer than usual economic data releases. Initial unemployment claims set a new pandemic era record low for [...]
Have You Solved Your Retirement Puzzle?
Have you ever been totally stumped by a puzzle or brain-teaser? Maybe that’s why we’re impressed by people who can solve a Rubix [...]
Check Your Expectations – April 19th, 2021
Markets rose this week as economic data gave analysts a positive surprise. Initial unemployment claims set a pandemic era record low, while manufacturing [...]
Don’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to [...]
Win the Retirement Lottery Without Winning the Lottery
There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one [...]
Hot Spring – April 12th, 2021
Markets mostly rose this week as new economic data was sparse. Initial unemployment claims disappointed, highlighting the difficulties still faced by the labor [...]