Today let’s talk about the R-word: Recession. As mentioned above, we are not in one yet. Surprised? Many are. First, you all know something is wrong. You have
Read More
As I’m writing this, the stock markets have been falling dramatically. I’m ignoring that for now. Yes, I know that many of you want to know my take, but
Read More
Then there are those advisers who choose to do an internal succession. While no two people or groups of people will run a firm the same way, this offers much
Read More
Seems to me the problem is not the evil corporate world or a bunch of money-hungry CPAs. The problem is a tax code which requires years of study and application
Read More
On a lunch break, I was sharing a table with a young lady, with whom I was having a pleasantries-conversation typical for strangers thrown together at an event
Read More
. I’ve heard from several people collecting Social Security retirement benefits who’d like to return to the workplace. Maybe they found retirement not as fun as
Read More
You’ve no doubt heard the saying, “Cash is King.” Well, our friends at the brokerage firm Charles Schwab got in a bit of trouble with the Security and Exchange
Read More
When I got tired of going to night school, I decided to go off to college and complete a degree. Notice that it was “a” degree, as it wasn’t as important to me
Read More
There are advantages to doing things this way. Some plans, especially for smaller accounts, have an annual pre-account fee. Using only one will incur only a
Read More
You might die. Okay, most of you may not think of that as a benefit, but under current tax rules, your heirs will have your lowered cost-basis reset to the
Read More
You may have heard that stock and bond markets are down. You may have also heard that bad situations can have silver linings. Today, let’s put the two together
Read More
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
