Many of you felt somewhat vindicated with last year’s Social Security COLA of 8.7%. This recent article from the experts at Center for Retirement Research at Boston College gives us some hope on what to expect for the coming year. Quoting from the article, “The only option is to make some assumptions. “As…
Questions You Were Afraid To Ask The only bad question is the one left unasked. That’s the premise behind the last nine in this series. Each covers a different investment-related question that many people have but are afraid to ask. So far, we’ve discussed the essentials of how the markets work, the differences between…
It’s a Mess! The IRS announced on Friday last week, that, among other things, it would continue to delay enforcing new RMD rules related to post-2019 inherited retirement accounts. We’ve waited for this ruling for some time now. We’re also receiving more questions lately about RMDs for this year. Here’s the latest from…
I wrote about a month ago encouraging you to enjoy the summer. We’re doing our best to do the same. This was a recent beautiful morning close to the base of the Eleven Mile Canyon Reservoir dam. Actually, it’s the South Fork of the South Platte River. As I stood there wading,…
It seems every time we have a death and an estate to process, there is some part of the overall plan that wasn’t perfect. There is normally some part that was missed. Some part the heirs wished had been done a different way. Some old account that was forgotten. Last minute wishes that weren’t…
Why do we celebrate Independence Day? Everyone knows the Fourth of July is a chance to go on that much-needed summer vacation. It’s an opportunity to get together with family and enjoy backyard barbecue. It’s a time for parades and picnics, fireworks, and fun. It’s a way to feel and express pride in our…
But What About Taxes and Spending? When 2023 kicked off, there were two storylines every economist, analyst, and financial professional were keeping an eye on. Two potential crises that could upend the markets. I’m referring, of course, to the debt ceiling and the possibility of a recession. Now, six months later, I’m…
Happy Father’s Day! Recently, I came across a sweet story that really put the holiday on my mind. In honor of all fathers, I’d like to share it with you. Earlier this spring, the staff at the World Bird Sanctuary in Missouri witnessed an unusual sight when an old, male bald eagle named Murphy…
Is summer finally here?! I don’t know about you, but I’m excited for a change in seasons. What a winter we’ve had in Colorado. It’s been a great year so far, but an extremely busy one. Fortunately, we’re in for what looks like a beautiful summer, and everything is now so green. Don’t you…
I know a fair amount of you have this still on your to do list. Here’s a super reminder. Should you print it and put it on your fridge? If you need suggestions, send me a note. Summer is here and we’ve finally had a nice few days. Enjoy!! #2ndHalfWealth …