Do You Have Enough Courage For These 5 Retirement Challenges?
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead of balls, it’s responsibilities, relationships, and personal growth,” says Chip…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Social Security And The DOGE Chaos: 3 Biggest Myths
Is there fraud, waste, and abuse in the Social Security system? Yes. Are mistakes being made? Yes. The purpose of…
Key IRA Rollover Mistakes You Must Avoid
The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake…
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to…
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth…
How Does California Tax Your Social Security Benefits?
If you want to retire in or to California, you may wonder how California will take your Social Security and…
Tax-Smart Ways To Cash In Capital Gains
Investment markets have been falling. The most profitable investments of the last few years are in bear markets (down 20%…
Don’t Forget About State Taxes When Making Roth Conversions
I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA…
LARRY KUDLOW: Did the so-called recession just end?
"Recession Canceled: U.S. Industrial Production Jumps To Record High." That was this morning's headline in the Zero Hedge website. Too…
What Will The Trump Administration Do With Medicare Advantage?
Will the Trump Administration push more beneficiaries into Medicare Advantage managed care plans? Will the Administration limit payments to the…
Stability & Growth Tips In A Recession
What’s it’s like to be retired when a recession hits? Every good ship’s captain knows how to ride out choppy…
A Simple Exercise To Maintain Financial Momentum In Uncertain Times
Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless…