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Retirement Weekly

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

The True Cost of Mutual Fund Investments: Uncovering Hidden Fees Mar 21, 2023

Mutual funds have long been a popular investment vehicle for individuals seeking professional management and diversification. However, for unscrupulous advisors, mutual funds represent an...

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The Silicon Valley Bank Failure a Hard Lesson for Retirees bank failure rmds sequence risk svb Mar 13, 2023

On Friday, March 10, Regulators took over Silicon Valley Bank (SVB) and put it in to receivership, putting thousands of companies, and tens of thousands of employee paychecks in to jeopardy. Two...

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Tackling Common 401(k) and IRA Questions: Part I benefits job change Feb 14, 2023

 

Sometimes reviewing the fundamentals of saving and investing is helpful to keep long-term plans in perspective. I routinely get asked to opine on the state of the retirement landscape, and...

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The Fed, Markets, and Inflation - A Trifecta of Worry for Retirees Feb 06, 2023

"I want off!"

I will never forget the first time I went on a roller coaster with my little brother. A minute into the right, they had to reverse the coaster to get us off. My brother was done. He...

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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 19, 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 12, 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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