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Retirement Weekly

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

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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Social Security proposal would end 'double taxation' of income...but at what cost? social security Sep 12, 2022

Congress is at it again. They are trying to win votes at the cost of future retirees. This time by helping current retirees at the cost of future retirees.

The latest proposed cuts come in the form...

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How to "De-Risk" Your Investments derisking investing recession Aug 30, 2022

In 2007, I learned firsthand what the word “recession” means. My business was booming, clients were coming to me left and right. My profit margins were great, and everything looked...

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Unraveling The Mystery That is Social Security Planning Aug 22, 2022

 I am a big fan of numbers. I love numbers. Numbers, don’t lie…but as the saying goes, “Figures don’t lie, but liars figure.”

I love that saying. It is so true.

...
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Unusual Tax Savings Hiding in Plain Sight Aug 16, 2022

In retirement every penny counts. It doesn't matter if it is is a penny saved from market losses, or at the gas pump, or from over paying on taxes.

There are lots of ways to save on taxes in...

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This Old Retirement Strategy is Making a Comeback Aug 08, 2022

With interest rates back on the rise in 2022, many people are curious about the best ways to earn a decent yield on their savings. It feels like ages ago when you could put money into a savings...

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