Retirement Weekly

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

Do You Have ETFs Working For You? investments Aug 01, 2019

I often joke with folks about all of the abbreviations in the financial industry. IRA, RIA, FIA, VA, IUL, PFS, CFP; it’s crazy. Sometimes it sounds like a really disturbing spelling bee. I know it can...

New IRS Tax Rule Impacting Your Retirement iras taxes Apr 01, 2019

When it comes to retirement planning, we say all the time that there are very few hard and fast rules for what an investor should do. Each investor faces a unique situation, with unique challenges an...