As individuals move from job to job or employer to employer, they are faced with decisions about what to do with their retirement accounts. Early retirement
Today – March 9 – is the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09.
As February began, most investors were keeping a cautious eye on the coronavirus that was spreading in China. While there were isolated outbreaks around the
Unlike Social Security, which people tend to think about many years before claiming, Medicare is almost an afterthought. As long as people are working and
On Friday, January 17 – after a spectacular 40% run-up that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.62.
Prior to 2020, when a non-spouse beneficiary inherited a traditional retirement account, that beneficiary was eligible for a planning strategy known as a
As a new year approaches, it is only natural for us to reflect on how things went in 2019. Personal and professional accomplishments may take center stage. Or
As a financial planner who specializes in helping people make sure they have enough money to retire, I’m distressed when people put off their planning. Even
The stock market volatility in late 2018 and early 2019 was quite something, yes? A big crash in December was headlined as “The worst December since the
You’d like to have an idea of when you can retire, right? You’ve told everyone you’ll be so ready. Sometimes you close your eyes and smile, imagining your
Let me guess. You’re aching to retire, and you’d be counting the days…if only you knew how many you had left until you could afford to stop working. You punch