Making the most of a bad market
In case you hadn’t noticed, the stock market has been under a little pressure lately. The S&P 500 index has fallen 10%...
Read More
Saving for retirement with your HSA
Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my...
Read More
How Safe Are My Retirement Accounts, Really?
Q: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed...
Read More
Year-end tax scramble
It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a...
Read More
An interesting wrinkle: RMDs and Deferred Annuities
Q: Last year I purchased a deferred annuity in my IRA. My insurance company recently sent me a statement reminding me...
Read More
Let’s talk Medicare
If you are one of the 44 million Americans currently covered by Medicare, you probably know that Medicare’s annual open...
Read More
Financial foolishness
Are you foolish? I know that’s a provocative question. Nobody likes to appear foolish to themselves or to others...
Read More
Escaping the tax on your RMD
Retirees of a certain age face the harsh reality that the IRS is lurking in the shadows. As soon as they turn 70 ½ years...
Read More
Six Habits for Financial Freedom
Have you ever wondered what allows some people to become wealthy, while other equally talented and well-positioned...
Read More
Is your financial thinking distorted?
The human brain is a wonderful thing, but sometimes we suffer from what psychologists call “cognitive distortions.”...
Read More
Roth IRAs for the Older Investor
Q: I retired last year. I receive a pretty good pension and I would like to contribute some of that money into a Roth...
Read More
It’s a bond world
Fixed income markets play a vital role in the global capital markets. They also play an important role in a well...
Read More
