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Retirement Weekly

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

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 o...

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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 awesome…and then on...

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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.

I don’t trust charts, either. Charts ...

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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 retireme...

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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 accoun...

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July Market Update market update Aug 01, 2022

A heatwave and a return to mostly pre-pandemic life brought the markets a much-needed sigh of relief in the form of July's 9.1% increase in the S&P 500, the market's best month since 2020.

The market...

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When Is the Right Time to Begin Planning Your Retirement? time to retire Jul 25, 2022

After my dad died of prostate cancer at 63, I of course went to a urologist to assess my risks and discover what if any proactive measures I should take.

The urologist gave me a funny answer. One tha...

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Market Update - June 2022 market update Jul 05, 2022

June and the first half of 2022 has been historical to say the least.

​​It looks like we are officially in a "recession." The technical definition being two consecutive quarters of economic cont...

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Surviving a Bear Market bear market investing Jun 27, 2022

Okay. It's a down market. What now? You've made savvy financial decisions up until now. You've saved. You've invested. You've planned for the long term. But what do you do when the market is going dow...

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Is Being Debt Free Killing Your Retirement? debt retirement Jun 23, 2022

Nothing will test a relationship quite like a home renovation project. As any couple who has gone through this milestone can tell you, “It ain’t no walk in the park.”

Once you start opening walls, th...

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Yields for You
FIRE over 50: Part II: The 4% rule & inflation
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FIRE over 50: Part II: The 4% rule & inflation 4% rule fire May 23, 2022

Let’s jump right back into the FIRE movement, or the Financial Independence and Retire Early movement.

Last time, we talked about what sparked FIRE and described some of its tenets, as well as how th...

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Yields for You
FIRE over 50: Part I
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FIRE over 50: Part I fire May 16, 2022

FIRE over 50: Part I

The Financial Independence Retire Early (FIRE) movement gained steam during the pandemic. A booming stock market and soaring real estate values bolstered the net worth of many in...

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