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
In my last article I promised I would show you some tools and strategies you could use to create an income stream for retirement that is both insulated from
The stock market had a big drop last week. In fact, it was the biggest decline since April.
Lots of people
CFP®, CWS®, CFA®, PFS® - there are so many acronyms, but what do they all mean?
Have you ever wondered
I often meet families who created an investment portfolio many, many years ago. And while it seems to have performed great during their pre
Rolling over your funds for retirement presents a number of opportunities for error. There are plenty of government and IRS regulations to
