Will Social Security Run Out? Should I File Before It Does? Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few…
Read More
July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is…
Read More
It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
Read More
Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
Read More
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
Read More
Do I Really Need a Living Trust? This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who…
Read More
I’d Like to Retire Early but I’m Concerned About the Penalties To retire early is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal…
Read More
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,…
Read More
International Diversification: Why Would I Ever Want to Invest in Other Countries ? One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock…
Read More
Should I Invest in Bitcoin ETFs? Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement…
Read More