There has been increasing talk of taxing unrealized capital gains, especially targeting individuals with assets over $100 million. While this might sound like a good way to ensure the ultra-wealthy pay their “fair share,” there are significant downsides to this approach. Lets explore three reasons why taxing unrealized gains is wrong and how it could eventually affect everyday investors if the policy trickles down. Read More
Should I Take My Social Security Early Because of COVID-19?
During these tumultuous times of COVID-19, many older workers are uncertain about their financial future.
Due to rising unemployment, volatile markets, and just the overall fear of COVID, questions about Social Security have come up frequently. Older workers, at least 62 years old, are beginning to consider claiming their Social Security early. In this blog post, we’ll cover the best retirement age (based on your financial goals), whether or not your social security benefits should be accessed early, and what a normal retirement looks like. Read More
What Retirees Should Do Now During COVID-19
In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More
The Washington Zombie
One True Constant – The Risk of Loss
How to Put It All Together
What is a Fiduciary?
You Can’t Retire Without Income
How Risky Are You?
So You Can Sleep Well at Night
Retirement is ALL about income and being able to stay retired requires a plan that will allow you to Sleep Well at Night. If you want to make sure you have that plan that will allow you to Sleep Well at Night, let me show you how to build a Perpetual Retirement Income Machine. You can order the book here. Read More