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Retirement Weekly

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

Yields for You
What Retirement Accounts Should You Have?
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What Retirement Accounts Should You Have? retirement accounts savings Jan 03, 2022

Saving for retirement is an admirable undertaking. It can also be overwhelming. There are so many types of retirement accounts out there these days and a seemingly never-ending list of investment...

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Five Year-End Tax Strategies To Save On Your Tax Bill Dec 28, 2021

For many people, the end of the year is a time of celebration. From December 24th through January 1st, millions of us will celebrate with family and friends to ring in the New Year.

But for some,...

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How To Choose a Financial Advisor fiduciary financial advisor Dec 12, 2021

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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Gift Giving Got Your Anxious? gift giving holiday Nov 18, 2021

I just love this time of year; it is full of joy, cheer, and celebration. It's a time to eat all the treats we want without gaining a pound because calories don't count on holidays, right? And it's...

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What is the best age to retire? core Jun 15, 2021

I just got a great question from a reporter that I wanted to share it with you.

Marcia is writing a story about early retirement and she asks, “How does someone begin to decide when they can,...

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It's time to discuss Financial Anxiety financial anxiety May 27, 2021

Life is filled with anxiety. My wife is anxious about flying, my kid is afraid of the dark, my dog is afraid of her own shadow, and I am anxious about failure, so I work insanely hard to succeed.

...

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The Real Issue With Crypto Currency May 23, 2021

Last Sunday, I was chatting with someone who had spent a lot of money on Bitcoin. When I told him that investing in Crypto currency was no different than gambling or playing the lottery, he became...

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The challenge with buying low, selling high May 16, 2021

I saw the following in my news feed and thought, "how could he be so greedy?"

And then I thought, he actually did the right thing by "buying the dip" - and yet he still lost. Millions. He literally...

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How much is your money worth? May 12, 2021

I wanted to share with you an interesting thought I had about money.

From a young age we are taught that time is money, and there is a lot of truth to it. Fundamentally, money is a replacement for...

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Inflation vs. Bank CDs vs. The Mattress cd investments Feb 18, 2021

Tempted to stash your money in a bank CD? Or maybe under your mattress? Think either one of
them will keep pace with inflation? Well consider
the following:

Inflation

In simple terms, inflation...

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The Shape of Economic Recovery economics Aug 16, 2020

If you are lost with all the numbers letters and shapes being thrown around to describe our current markets, don't worry you are not alone.

So what do all the letters mean?

Economists...

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