Here are 3 keys that when combined with what I do can lead to a really happy retirement. [Read more…]
5 To Do’s When the Market Goes Down
The stock market has been on a recent uptrend since 2017. Here are 5 things you need to do when it goes down. [Read more…]
Making Too Much for a Roth IRA
Using a 401k to build a Mega Roth IRA. [Read more…]
4 New Year Resolutions
Happy New Year. Here are 4 things you have probably been ignoring since “forever”. Let’s get started once and for all. [Read more…]
My Non-Predictions for 2018
Here are my NON-Predictions for 2018. Only 2 things are certain. Forecaster are always wrong and those investors that listen to them always lose money. [Read more…]
Great Benefits in the Tax Reform Bill
Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. [Read more…]
Dow 23,000 – I Don’t Care
The Dow hit a milestone by hitting 23,000. Let me tell you why that shouldn’t be important in your retirement. [Read more…]
3 Ways to Get Around Your RMD
There is NO WAY to entirely keep from taking your required minimum distributions but there are a few ways to decrease the impact of those distributions to your taxes. [Read more…]
Average Returns Don’t Matter
Once you get away from the world of accumulation into the world of distribution, average returns don’t matter. [Read more…]
3 Ways to Manage Risk
There are only 3 ways to manage risk in retirement. Which one are you? [Read more…]
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