Posts about
Market Commentary (18)
How To Be More Than Just “Retired”
June 29, 2021
You have spent your whole career setting money aside to ensure a financially secure retirement. But reaching that goal is only half the battle — the..
RMDs Are Back This Year. What Should You Expect?
June 22, 2021
The 2019 SECURE Act changed the rules regarding required minimum distributions (RMDs). These changes were set to take effect in 2020, but the CARES..
The Pandemic Has Increased The Retirement Gender Gap
June 15, 2021
Research has shown that women receive less in Social Security benefits, accumulate 32% less in retirement savings, and have a longer average lifespan..
Reforming The Capital Gains Tax May Be A Challenge for President Biden
June 8, 2021
President Biden recently announced a proposal to reform capital gains tax rates to bring them in line with income tax rates — a move that would..
The Incredible Achievements of Older Americans
June 1, 2021
John Pemberton invented Coca-Cola at the age of 55. Campbell’s Soup founder Joseph Campbell was 52 when he started the company. Julia Child didn’t..
Don’t Get Fooled By These Scams
May 25, 2021
Most Americans are aware of the threat of cybercrimes and scam attempts, but there is a reason scammers and cyber criminals haven’t given up on..
Hoping to Lower Your Tax Burden in Retirement? Avoid These States
May 18, 2021
You deserve to enjoy financial peace of mind in retirement; after all, nobody wants to spend their golden years worrying about money. But depending..
Why the First Few Years of Retirement Are Crucial for Your Portfolio
May 11, 2021
As the old saying goes, the secret to investing success is not timing the market, but time in the market. The longer your money stays invested and..
SPACs: What Are They, And Why Do They Matter?
May 4, 2021
Special purpose acquisition companies, or SPACs, are companies with no business plan beyond an eventual merger with or acquisition of an unspecified..
How Moving Can Impact Your Tax Planning
April 27, 2021
The COVID-19 pandemic has made many people rethink their living situations; in fact, in the first six months of the pandemic, almost 16 million..
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