Uncategorized Questions
Count Your Blessings — and Share Them!
The shopping rush is over, and holiday dinners digested. This is a perfect time to sit back and count your...
Secure Act 2.0 for Retirement Savings
Congress gave American workers a last minute holiday gift – a set of new incentives to save more for retirement....
Holiday Credit Card Traps
Everyone likes a little recognition – a sense of being known and appreciated. Perhaps that’s why I must admit I...
Rollover Now
If you have several IRAs or leftover 401(k) plans from previous employers, this is a perfect time to consolidate them...
When to Take Social Security
Social security decisions are among the most complex and impactful choices seniors must make. The most critical decision revolves around...
Year-End Tax Planning
The steps you take in the month of December could save you tax dollars next April. Now is the time...
Holiday Financial Gifts for Grandchildren & More
Every year around this time, I try to make helpful holiday gift suggestions for the younger people in your family....
Know Your Money Personality
Instead of focusing on the wild gyrations of the stock market, this is a perfect time to look inward and...
Crypto Crash
We have now witnessed the collapse of the largest (so-far) 21st century "tulip bubble" as the FTX (crypto) Exchange collapsed...
Housing Recession
Americans may be excused for wondering where this recession talk is coming from. Economic growth (GDP) turned nicely positive in...
Continuing Care Retirement Communities
One of the most difficult choices retirees must make is where to live in retirement. By this stage of your...
I-Bonds: Everything You Must Know
Updated 05/01/24 The new rate for Series I bonds purchased after May 1, 2024 is 4.28%. That includes a new...
Medicare Open Enrollment — The Basics
Here we go again. It’s the annual Medicare Open Enrollment period. Making a mistake could impact your healthcare and its...
The Stock Market — Dealing with the Bear
The stock market has gone through some dramatic volatility in recent weeks, huge declines followed by market rebounds. Swings of...
Recession Prep
It’s time to stop debating the definition of recession and start preparing. We have had economic slowdown warnings from the...
Ready for RMDs
It’s time to start thinking about RMDs – those Required Minimum Distributions that you must take from your retirement plans...
What Happened to the Market?
What Happened? Hopes that we had seen "peak" inflation were dashed with today's release of Consumer Prices for last month....
Social Security — Trust but Verify
As millions of Baby Boomers make Social Security decisions, it’s every more important that they have reliable information about the...
Student Loan Forgiveness — And the Forgotten
The student loan $10,000 forgiveness has created a social debate over fairness and an economic debate over inflation. But there’s...
Watch Your Credit
The good news is that inflation is abating. The bad news is that prices are still 8.5% higher than a...
