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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

How the Secure 2.0 Act Will Change Retirement Planning required minimum distributions retirement rmds secure act Jan 16, 2023

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...

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Post Dec 31st Tax Moves to Reduce Your Current Tax Bill taxes Jan 09, 2023

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...

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The Festival of Light...and Freedom from Mortgages! mortgages Dec 20, 2022

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...

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Don't Buy an Annuity Until You Read This annuities Dec 13, 2022

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...

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Give Yourself The Gift of Tax-Loss Harvesting This Holiday Season! roth conversion tax loss harvesting taxes Dec 05, 2022

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"...

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Can BNPL Protect Your Retirement Savings This Holiday Season? bnpl credit sequence risk Nov 28, 2022

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...

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Is your 401k Exposed to the Crypto Carnage and the Collapse of FTX? crypto current events ftx risk Nov 21, 2022

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...
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Roth Conversions: Windfall for some, Bust for Othersā€¦Investors Should Proceed with Caution roth conversion taxes Nov 15, 2022

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...

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End of Year Tax Moves for a Down Market taxes Nov 08, 2022

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...

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Market Update October 2022 market update Oct 31, 2022

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...

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Does Higher Social Security Checks Mean You Can Retire Sooner? Oct 16, 2022

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...

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Record High Inflation: What Does It Mean for Your Retirement? inflation Sep 19, 2022

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...

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