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Posts by category
- Category: Annuities
- Category: Articles/Publications
- Category: Asset Allocation
- The Only Way to Measure Performance
- Predictions. No One Knows Anything.
- ESG : How the Government Destroys Markets and Your Retirement
- What Is a Money Market Account?
- COVID & Markets
- Why Markets Don’t Care
- Baby Boomers Will Destroy the Market?
- 5 Investing Tips for March Madness
- Elections and Your Portfolio
- Staying Focused. Good Advice Never Changes.
- Market Timing: Don’t Let Emotions Take Control
- Investing Isn’t Hard
- It’s Not About Your Feelings
- Stop Sending Me “End of America” Videos
- That Was Fun … Let’s Do It Again
- Panic, Fear & Asteroids
- Order of Return Risk
- One Size DOESN’T Fit All
- The Greatest of All Risks
- The “Sophisticated Investor”
- Withdraw Risk; Running Out of Money before Running Out of Life
- Word of the Day: Patience!
- Your Feelings Can Be Expensive
- Buy Low / Sell High on Autopilot
- Because Its Not About Your “Feelings”
- The Common Question: What if the Market Hits ZERO?
- Category: Capitalism
- Category: Coaching
- You Shouldn’t Beat the Market
- Can I Retire Early?
- Absolutely Not
- Straight Talk About Fiduciary Rule
- Love the Luck
- Is It Time to Refinance?
- Check Your Cover; Medicare Mistakes
- Stay at Home Coverage
- True Objectives
- Who is on the phone?
- How to Fix A Social Security Mistake
- Getting A Late Start
- The 90% Solution
- Surviving the Saddest Day
- What To Do About Your Long-Term Care Policy
- The Risk of Living Too Long
- Simple is Hard
- Is Financial Planning Worthwhile?
- What Happens If You File Your Tax Return Late
- Category: Economics
- Category: Estate Planning
- Category: Financial Planning
- The Stupidity of Voting Yourself a Raise
- Think Before You Cancel that Policy
- Why Investors Fail
- Wall Street vs. Main Street vs. Wall Street
- Activity Does Not Equal Control
- Retirement Part 2 – Unretirement
- Why It’s Crucial for Husbands to Share Financial Info with Their Wives
- Why Your Home Isn’t Always a Great Investment (And Why Renting Can Make Sense)
- Risk, Reward, and Time in Investment Decisions
- Are Your Kids Ready to Take Your Money
- Key Ages in Your Retirement
- What Married Women Should Know About Retirement
- The Psychology Behind Bad Investment Decisions
- The Inflation that Never Leaves
- The Role of Luck in Investing and Life
- Why Rollover Your Employer Retirement Plan Into An IRA
- Why the Government Loves Your 401(k)
- Retirement Without Income SUCKS!
- Is the Stock Market A Casino
- Is There Stock Market Manipulation in the Short-Term?
- Unmasking the Debt Ceiling: A Political Stunt or Fiscal Reality?
- Negative News is the Greatest Challenge for Investors to Overcome
- Social Security: Claim and Invest or Wait
- FedNow & the Dangers of Government-Backed Digital Currency
- Dealing with A Divorce During Retirement
- FDIC vs SIPC How Your Cash is Protected
- Problems with Claiming Social Security Early
- The Myths of Retirement
- Predicting the Stock Market
- Picking the Winning Team in the Super Bowl Doesn’t Make You a Good Investor
- IRS Audits More Low-Income Families
- How Secure 2.0 Changes Your RMD
- The BIGGEST (often ignored) Risk to Your Retirement
- Understanding Needs vs. Wants
- Pay Less Taxes in 2022
- Making This Tik-Tok Mistake
- A Dog is Great for Your Retirement
- When Is the Best Time to Invest?
- Do Taxes Impact Your Economic Decisions?
- Is Real Estate A Good Investment for Retirement
- Money Can Buy Happiness
- Whose the Real Fiduciary Advisor
- Can the Stock Market go to ZERO?
- Should I Pay Off My Mortgage?
- Everyone Has Their Own Investment Playbook
- How Charitable Contributions Affect Your Finances
- How Do I Maximize My Social Security Benefits?
- Money Tips For Single Income Families
- Investing For Beginners
- Traditional vs. Roth IRA: The Pros, Cons, and Everything in Between
- What Is a 403b and Is It the Right Option For You?
- What Is a Roth IRA? Everything You Need to Know
- What Is an IRA and How Does It Work?
- Retirement Planning: Why There’s No Such Thing as a One-Size-Fits-All Retirement
- What Retirees Should Do Now During COVID-19
- How I’m Investing During COVID-19
- Looking For the Perfect Investment? Here’s the Secret….
- Dollar Cost Averaging and Retirement Don’t Mix!
- Why COVID-19 is the Perfect Time For a Roth Conversion
- Don’t Let Coronavirus Derail Your Retirement Plans!
- The SECURE Act
- Being Financially Unprepared for Retirement
- Social Security NOT Your Retirement Plan
- Tax Free IRA Distributions
- Evolution of a Financial Plan
- Planning For A Really Bad Retirement
- 50/50 Chance of Death
- Fortify
- One True Constant – The Risk of Loss
- My Neighbor Says ……
- Trade Off’s & Math
- Should You Have A Financial Advisor?
- Social Security Magic Age
- Carving Out & Sleeping Well in Retirement
- Lying to the IRS
- Making Too Much for a Roth IRA
- 3 Ways to Get Around Your RMD
- Financial Gray Areas
- How Much Should I Pay My Advisor
- Tempted to Lie to the IRS
- Building the Puzzle
- Stop Listening to Fools
- 6 Great Things About Diversification
- Planning for a Hail Mary Retirement
- Donald Trump is President. What’s Next?
- Unravelling Money & Remarriage
- Taxes & Long-Term Care; 2 Other Uses for Life Insurance
- Do You Need Life Insurance?
- Are You Better Off Dead?
- You Don’t Have to Retire at 65
- Canceling Your Long-Term Care
- Retirement Math 2+2=4
- The Messiness of Politics and Investing
- The Cost of Choices
- Totally Tax Free
- Your Tax Time Bomb
- The Other Diversification
- Social Security and Working
- What Every Wife Should Know
- Retirement and an IRS Audit
- I Would Love to Help
- Chocolate Cake and Saturdays
- What I Worry About
- Markets Down. What to Do
- What Our Initial Meeting Looks Like
- How to Put It All Together
- What is a Fiduciary?
- You Can’t Retire Without Income
- How Risky Are You?
- Retirement Changes All the Rules
- So You Can Sleep Well at Night
- Your Are A Tough One
- 20 Minutes
- So Who Is This Guy?
- Life Insurance and Women
- Is Your Home A Good Investment?
- Did You Forget Your RMD?
- Category: Financial QB TV Videos
- Bitcoin, FOMO, Retirees
- Your Return vs. Market Return
- W-2 Earners Pay More Taxes
- Why Financial Media Is Obsessed with Economic Apocalypse (And Why You Shouldn’t Be)
- Don’t Fall for Fancy Math
- The Federal Reserve & Inflation: 3 Reasons Why the Cure Might Be the Cause
- The Art World and Your Retirement
- A 40 Year Retirement
- The Stock Market Can’t Save You
- 5 Tips to Transition Into Retirement
- Stop ESG Investing
- Are You Considering Delaying Retirement
- Stocks Can Destroy Your Retirement
- Paying Less in Taxes is Legal
- Tax Diversification: Less Taxes, More Retirement Income
- 6 Critical Questions to Ask Your Financial Advisor
- Should I Take My Social Security Early Because of COVID-19?
- Paying For Long-Term Care Insurance
- Fiduciary vs. Broker…Which Do You Have?
- New RMD Rules and COVID
- What Pre-Retirees Should Do During COVID-19
- Impeachment & Markets
- Waiting for the Big “R”
- The Washington Zombie
- Surfing Normal Uncertainty
- Capital Gains Distributions
- Coming Up Short for Retirement
- When You Need to Call Me
- 3 Keys to a Happy Retirement
- 5 Things to Do When the Market Goes Down
- Great Benefits in the Tax Reform Bill
- Never Worry About Your Income Again
- Average Returns Don’t Matter
- 3 Ways to Manage Risk
- No One Product
- Get On The Same Page
- A Worthless Plan?
- Don’t Be A Minimalist
- No Patriotic Duty to Pay More Taxes
- Dealing with a Tax Mistake
- Category: Fixed Income
- Category: Home Featured
- Category: Income Planning
- Category: Income Tax Planning
- Category: Investor Behavior
- Category: Investor Education
- Category: Life Insurance
- Category: Life Insurance
- Category: Long-Term Care
- Category: Pension Income
- Category: Portfolio Expenses
- Category: Real Estate Investing
- Category: Rebalancing
- Category: Retirement
- Category: Retirement Income
- Category: Risk
- Category: Roth IRA
- Category: Social Security
- Category: The Stock Market
- Category: Traditional IRA
- Category: Uncategorized
- Category: Using A 401(k)
- Category: Volatility
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