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Retirement Weekly

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

Understanding The Recent Volatility of the Dollar dollar tim clontz Aug 09, 2020

A lot has been made recently about a sudden plunge in the value of the dollar.  Although the dollar has indeed plunged lately, it’s important to keep that “plunge” in its...

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5 Ways Profit From A Market Correction bear market tips Mar 15, 2020

Okay, your portfolio is down, what now? Like most things in life, when one door closes another opens, this correction is no different. So, here are some ways to turn this market correction to your...

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S&P 500 is officially down for the year, recession or correction? Feb 27, 2020

The latest news from China and Trump's comments have the market riled. The S&P 500 dropped for the second day this week, wiping out the markets gains for the year. Here are the critical facts...

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8 Ways To Reduce Your Market Risk Today flash update investments markte insights Feb 25, 2020

On Monday, the Dow finished at a 3.5% loss, making it the third worst daily point drop in Dow history. Market commentators are blaming fears over the coronavirus as the source for the pullback.

...

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SECURE Act: What you need to know law changes retirement Feb 02, 2020

At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1

Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this...

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Can You Afford Your Independence? Dec 13, 2019

When I teach people about how to prepare for retirement, we focus on financial preparation. Being prepared financially is critical to a sound retirement system, one that can provide security, peace...

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All IRAs Are Not Created Equal iras retirement accounts Dec 06, 2019

Being a financial advisor, I love numbers and taxes, some people may call me a geek. But that personality trait is what causes me to want to share with people some of the more technical aspects of...

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On the Trail of Mr. Market - Dec 1st 2019 market insights timothy clontz Dec 02, 2019

On the Trail of Mr. Market

Many years ago, I once worked in Law Enforcement on the trail of an escaped prisoner.  He had cut his arm on razor wire and was easy to describe.

"Did you see a guy in...

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Market Commentary - November 22nd, 2019 market insight Nov 22, 2019

Doubts surrounding the ‘phase 1’ trade deal with China, escalating impeachment hearings, and a generally overbought market were enough to halt the S&P 500 weekly winning streak at...

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Medicare Open Enrollment Begins October 15 medicare social security Nov 19, 2019

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage...

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Charitable Giving After Tax Reform forward tax planning Nov 01, 2019

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these...

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Investment Strategies of the Wealthy investing Oct 01, 2019

A recent study performed by the investment research firm, Openfolio, found that the wealthiest 1 percent of American investors had higher returns, or less of a loss, than the rest of investors,...

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