We’re all surprised at the speed of daily changes the coronavirus has brought in our lives. Working from home, school closures, and social distancing have become our new norms. Stock markets have fallen in to a bear market in less…
“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday. The short-term losses appear to be a direct result of…
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening to the wisdom of those that have gone before you,…
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to look again. There are a few steps you can take…
We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what should I invest in? I don’t have a crystal ball…
The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you and your retirement plans. The acronym SECURE stands for “Setting…
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can cause your actual tax rate to be much higher than…
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a “crazy idea.” When detailing how he felt, he realized that many…
Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us have certain beliefs from internet rumors or family hearsay that…
If you’ve reached your 50’s, you’ve likely wondered, is long term care insurance worth it? Long-term care insurance comes with so many questions and opinions. The decision is complex as it’s highly customized due to individual circumstances of saving,…
