Should I Roll My 401k Into an IRA? l Ep 250
Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and... Read more
Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me l Ep 249
Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best... Read more
I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
There are a ton of different ways to give to charity, but not all of them will help you on... Read more
Should I File for Social Security Before It Runs Out? l Ep 247
Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble... Read more
Using Tech Tools to Bypass IRS Hold Times with Tomas Nally l Ep 246
It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and... Read more
Tuning Up Your Portfolio for a New Interest Rate Cycle
After a steep rate hike cycle in which the Fed raised rates eleven times between March of 2022 and July... Read more
The Finish Line or the Starting Gate?
August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the... Read more
Gen Z Is Getting an Early Start on Financial Independence
Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of... Read more
August Market Commentary – Too Late, Again?
July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and... Read more
Understanding Self-Directed IRAs
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not... Read more
July Market Commentary – A Disinflationary Trend Re-emerges
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple... Read more
Keeping Seniors Safe From Financial Scams
The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging.... Read more
June Market Commentary – A Fragile Balance at the Mid-Point of the Year
May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed... Read more
Required Minimum Distribution Rules Are Updated – Again
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations... Read more