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Retirement Weekly

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

SECURE Act 2.0: What It Means to Your Retirement secure act taxes Apr 05, 2022

On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming...

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Yields for You
Home Warranties Are They Worthwhile?
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Home Warranties Are They Worthwhile? home warranties insurance Apr 04, 2022

A key element of living without financial anxiety is protecting your downside. Your home is likely your most valuable asset outside of your retirement accounts. You might wonder if purchasing a...

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Yields for You
How To Choose a Financial Advisor
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How To Choose a Financial Advisor financial advisor Mar 28, 2022

Searching for a financial advisor can be a daunting task both for those nearing, and in, retirement. Many people who hold themselves out to be financial advisors may just be thinly disguised...

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Tax Deduction vs Tax Credit
8:06
 
Tax Deduction vs Tax Credit taxes Mar 21, 2022

A while back, there was a video that went viral of a father teaching his 3-year-old daughter the meaning of taxes. They are each holding ice cream cones, and the dad says, “Before you eat it,...

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5 Common Mistakes Investors Make
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5 Common Mistakes Investors Make common mistakes taxes Mar 14, 2022

Growing up, I would often hear my dad and his friends lament about their failed investments and missed opportunities. As a child, I swore to myself that I wouldn’t turn into a worn-out,...

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Conquering Your Fear of Retirement
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Conquering Your Fear of Retirement financial anxiety retirement planning Mar 08, 2022

My wife and I are complete opposites. In most areas of life, I am a cautious person. I like to think and plan and understand the decisions I am making. It helps me calm the voices in my head, ease...

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Sequence Risk: What Retirees Need to Know in the Early Years of Retirement down market sequence risk Feb 28, 2022

When most people think about retirement, they imagine a time when they can finally relax and enjoy themselves after years of hard work. But for many retirees, the reality is far different. In fact,...

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Thoughts On Recent Market Volatility & How to Handle It
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Thoughts On Recent Market Volatility & How to Handle It Feb 15, 2022

It’s normal to feel a little anxious when the stock market turns volatile. Seeing your account balance swing around more than usual can make you question your investing strategy. But...

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8 Ways to Recession-Proof Your Investments
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8 Ways to Recession-Proof Your Investments correction recession Feb 07, 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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Are ETFs Safe?
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Are ETFs Safe? crash mindsety Jan 24, 2022

A while back I got a question from a reporter about ETFs. The reporter wanted to know are ETFs safe. What should investors know about ETFs? Here is the gist of what I responded.

Let's take a...

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Debunking Financial Myths
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Debunking Financial Myths myths Jan 18, 2022

Debunking Financial Myths

There are so many financial myths that do more harm than good. The truth is that finance is actually pretty simple, when you are armed with a little know-how. In this...

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Post Dec 31st Tax Moves to Reduce Your Current Tax Bill
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Post Dec 31st Tax Moves to Reduce Your Current Tax Bill taxes Jan 10, 2022

Post Dec 31st Tax Moves to Reduce Your Current Tax Bill

It is not too late to lower your tax bill even after the new year begins. There are moves you can make after December 31st that can optimize...

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