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Withdrawal Planning to Avoid the Widow’s Penalty
I recently spent four days at a tax training seminar for financial advisors. There were many impactful topics covered in the lessons. One of those, which I will…
4 min read
Implications of the Federal Reserve’s New 2% Inflation Target
If you follow financial news, you will have seen reports about the Federal Reserve’s new inflation target. Rather than using their goal of a 2% cap on inflation,…
4 min read
Advice Only Financial Advice Aligns with Pension Employee’s Needs
Federal employees, State employees, teachers, union workers, and others who have most of their net worth in their pension, their work retirement account (TSP, 403(b), 457, etc.), and…
4 min read
How Coronavirus Lockdowns Help You Develop a Safety-first Retirement
Looking for something good to take away from the forced economic shutdown from Coronavirus-19? Although the shutdown crimped our lifestyle, it has had the benefit of forcing us…
4 min read
Lessons From the Covid-19 Stimulus & How to Apply Them
This post is a reprint of our newsletter sent to subscribers in June 2020. Stock market When the next massive event threatens the stock market, you should feel some…
4 min read
Newsletter Reprint March 2020
The following newsletter was originally sent to email subscribers on March 27, 2020. If you would like to receive my email newsletter once per quarter, please sign up…
4 min read