Retirement Weekly

The Secure 2.0 Act was finally passed by Congress and signed into law by President Biden. This long-awaited update to the first SECURE Act signed by President Trump in 2019 brings significant...

2022 was a big year for tax savers. Tax loss harvesting was huge, and sequence risk reared its ugly head. Congress in the last minute, passed a massive piece of legislation that included many...

Hanukkah, also known as the Festival of Lights, is a holiday celebrated by Jews around the world. It commemorates the miracle of the oil that burned for eight days in the temple in Jerusalem when...

So...I did it again! I got into another fight on social media. I really hate when I do it, but there are some things that I just can't let go.

Actually, there is only one thing that gets my blood...

Are you feeling a little down about your investments lately? If so, this will help turn that frown upside down.

In this article, we will discuss tax loss harvesting and how it can help turn "paper"...

Growing up I was always told that debt was bad. Never get into debt. Don’t pay interest. Don’t pay retail, etc… and for a long time these rules have worked to help millions of...

What Crypto Carnage and the FTX Collapse Mean for Your Money

• Once an industry stalwart, now a defamed relic of arrogance, FTX declared bankruptcy following a series of poor decisions by its...

As we near the end of the year, taxes should be on your mind…and drops in the stock and bond markets often present great opportunities.

One particular strategy capitalizes on this...

The next few months are going to be interesting. But, before we go ahead and celebrate or lament our political victory - let's take a few moments to protect our immediate financial future. Yes, I...

This has been a good month for the market. The S&P 500 has rallied, not really on good news, more on adaptive news. People are adapting to the new reality. The reality that inflation is here to...

Inflation has been driving the markets bananas.

The Fed is doing everything in their power to try and tame it…including trying to trigger a recession. Businesses are seeing their profit...

For the past two years, inflation has been setting records. I think it is safe to say that nobody has been left unaffected. My grocery bill has jumped by more than 50%. I find myself cutting out...