It can feel like the floor is about to fall out from under you when thinking about tax law changes. With each news release about...
Tags: Retirement Planning, taxes
Have you been making good use of the recent tax code changes to legally reduce the amount of taxes that you pay each year?
Tags: taxes
The days are getting shorter, the air a bit more “crisp”, and we’re quickly approaching the scariest times of the year…
Tags: Retirement Planning
For generations, teens in Europe have opted for a year off to adventure and see the world before starting their university...
Tags: education
October isn’t normally considered the hub of the Christmas shopping season.
That’s what Black Friday signaled, in the "Before...
Tags: Retail
Market Watch says it’s not only possible – it’s probable – that you’ll see one-or-more market crashes over the course of your...
Tags: Retirement Planning, Asset Protection Planning, risk management,
If you had to really think about EVERY POSSIBLE THING when making a decision, it would take a lot of time to make even the...
Tags: Retirement Planning
The notion of using dividends in retirement, either as a way to complement other financial assets, or perhaps rely on them for an...
Tags: Retirement Planning, Income Planning, after the paycheck,
Starting your social security withdrawals before full retirement age could result in THOUSANDS of dollars of reduced potential...
Tags: Retirement Planning, Income Planning, pensions,
Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, but...
Tags: Retirement Planning, Asset Protection Planning, 401(k),
You may have heard this before, but if you think your retirement situation will be similar to that of your grandparents or...
Tags: Retirement Planning, Income Planning, risk management,
With interest rates so low, is there still a role for bonds in today’s retirement portfolio? Traditionally, bonds were used in...
Tags: risk management, 401(k), after the paycheck,
(Published Feb. 22nd, 2021)
Markets were mixed this week as a wide range of positive economic data was released. Retail sales...
Tags: market update
(Published Feb. 8th, 2021)
Markets rose this week in spite of disappointing hiring in January. Economists expected hiring at 85K,...
Tags: market update
If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is hard, and you need time to...
Tags: Retirement Planning, estate planning, after the paycheck,
(Published Jan. 19th, 2021)
Markets receded this week as December retail sales numbers disappointed. Consensus expectations were...
Tags: market update
The Just Don't Lose The Radio Show discussion from January 17th, 2021:
Tags: Retirement Planning, Just Don't Lose The Money Radio Show
In this episode of the Just Don't Lose The Money Radio Show, Sam and Randy go over a 2020 Year End Checklist, which...
Tags: Retirement Planning, Annuity, RMDs
When over 250 recent retirees were asked, in terms of expenses, what the biggest surprise was in retirement, do you know what the...
Tags: Income Planning, IRA Conversions, 401(k),
Tags: Retirement Planning, 401(k), taxes
Earlier this year we shared a post about The "Ostrich effect", which refers to the psychological tendency to avoid negative...
Tags: Retirement Planning, Income Planning, after the paycheck,
Studies show that Americans think of themselves as financially savvy, but in actuality, financial literacy has been declining....
Tags: Retirement Planning, Estate Mangement Solutions, Investments
What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster?...
Tags: Retirement Planning, Asset Protection Planning, risk management
What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through your...
Tags: Retirement Planning, risk management, after the paycheck,
A landmark study released in August found that 39% of American workers, some 68 million in all, are changing the timing on when...
Tags: Retirement Planning, risk management, 401(k),
Your retirement is known as “the golden years” for a reason.
Traveling, relaxing, spending more time with family and...
Tags: Retirement Planning, 401(k)
When you realize you might soon be facing an uncomfortable situation, do you tend to "ignore" it, in hopes that things will...
Tags: Insider, Retirement Planning
The forgotten cost in almost every retiree's retirement withdrawal plan... Uncle Sam's (the government).
A lot of retirees will...
Tags: IRA Conversions, social security, taxes,
Why are there different "markets" discussed in the news,...
Tags: Retirement Planning, market update, 401(k),
Any investment will always involve both time and money, and this is especially true for rental property owners. Think about all...
Tags: Retirement Planning, Income Planning, taxes
In this episode of after the paycheck, John Conley and...
Tags: Retirement Planning, Asset Protection Planning, Income Planning,
In the fall of 2019, index funds finally surpassed actively managed mutual funds. As of August 31 of last year, $4.27 trillion...
Tags: Retirement Planning, Asset Protection Planning, 401(k)
If you are close to retirement and are looking for ways to beef up your retirement accounts, you have no lack of options for how...
Tags: Retirement Planning, Income Planning, 401(k)
The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65.[1] Are you...
