Worried About the Stock Market?
April was a rough month for stocks. The S&P was -8.8% for the month, and -13.3% through the first four […]
Read More Worried About the Stock Market?April was a rough month for stocks. The S&P was -8.8% for the month, and -13.3% through the first four […]
Read More Worried About the Stock Market?Inflation got real…seemingly overnight. In December, the headline was “Inflation hits 40-year high at 7.0%.” That was a bit shocking, […]
Read More Inflation…Yikes!One piece of advice that has served me well, and I often repeat, is: “When what you see and what […]
Read More Are You the Millionaire Next Door?I always have a sense of accomplishment when I file my taxes. Most of you are also resting easy by […]
Read More Chances of an IRS Audit in 2022?The Chart below contains: 2022 Tax Brackets, Tax Rates, Thresholds and Phase outs, Retirement Plan Contribution Limits, Social Security limits, […]
Read More Tax Brackets & Important Numbers – 2022After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022. This means IRA (and […]
Read More RMDs: Reduced Beginning in 2022Volatility is one of the most underappreciated aspects of investing. Everyone likes to focus on rates of returns, but the […]
Read More Why Volatility Matters For RetireesThe most common mistake among investors of all ages is not matching the right type of investment to their intended […]
Read More Investment Time Horizon – Most Common Investor MistakeMany people feel good about giving money to charities. They also like to get the corresponding tax deduction. Unfortunately, fewer […]
Read More Qualified Charitable Distributions