We’ve all heard on the term “Dollar Cost Averaging” over all our years of making contributions into our retirement accounts. What it means is that you are making a continuous fixed dollar amount into your investments on regardless of what occurs in the market. [Read more…]
Switch to Roth
During this time there are some strategies that you should consider implementing that can make for a better retirement. You are probably aware that the stock market has taken a pretty good hit due to the Coronavirus (COVID-19). You might consider doing a Roth Conversion. [Read more…]
I Don’t Know!
I don’t know! That’s what my real answer is to some of the short-term questions right now about dealing with the issues of the Coronavirus. There has been so much aggressive actions implemented in the dealing with the possible outbreak, that no one has any real certainty or answers. [Read more…]
Coronavirus & Markets
The world is a big place and there is always something going on. The flavor of the month these days is the Corona virus. If you have not heard about it, its merely a deadly and contagious flu in a section of China. As the media and financial analyst often do, the have a tendency to over blow just about anything to make you think they actually know how markets work. [Read more…]
The SECURE Act
The SECURE Act. Here are 4 changes that will affect your retirement going forward. [Read more…]
Financially Unprepared
Facing reality when you are financially unprepared for retirement. [Read more…]
Social Security NOT Your Retirement Plan
If Social Security is YOUR retirement plan… your retirement will SUCK! [Read more…]
Tax Free IRA Distributions
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. [Read more…]
Impeachment & Markets
Is there any correlation that an impeachment leads to down markets? [Read more…]
Waiting for the Big “R”
Are you ready for the Big “R” (Recession)? Yes, it’s coming. I’ll tell you exactly when and what you should do. [Read more…]
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