Dec 21, 2023
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024.
I'm also sharing my freshly updated two-page tax cheatsheet 😊
One listener recently said:
"This is the best two-page cheat sheet that I've seen! I do a lot of planning around taxes, IRMAA's, etc., and it is very helpful."
If you’re...
Dec 14, 2023
Year-end is a popular time for tax planning strategies.
Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions.
And, of course, the crowd favorite...good ol’ tax-loss harvesting!
‣ Who should consider tax-loss harvesting (and who should stay away from it)?
‣ How can you
Nov 30, 2023
Navigating the Medicare world is confusing and challenging.
As a result, many retirees make Medicare decisions without clearly understanding the long-term implications.
Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy.
To help you avoid making costly Medicare mistakes, I'm...
Nov 8, 2023
In part two of my series on bonds, I'm tackling three BIG questions:
1.) With cash yielding 5%, does it make sense to use money market funds (or t-bill) as a bond alternative?
2.) What should investors do if they own the wrong bonds and need to make changes?
3.) Does the current landscape shift how retirement...
Oct 26, 2023
Bonds are down 20%+ over the past three years.
Meanwhile, riskier asset classes (like U.S. stocks) are UP ~30% during the same period.
‣ What the %@#! is happening to bonds right now?
‣ Why are safe asset classes down double digits while risky asset classes scream upward?
‣ Should retirement investors consider...