Don’t Get Phished!
#2ndHalfWealth #1-907083 04/30/2021
8 Times You Should Never Fly Blind
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Why Age Matters
#2ndHalfWealth 1-774433 03/21/2020
Top Four Retirement Concerns
#2ndHalfWealth 1-878065 01/31/2021
Are You Making These Mistakes?
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Five Questions To Ask About Your 401(K)
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You Need To Be Prepared
Don’t Assume This Will Be Easy – Start Now A new study by Bankers Life for a Secure Retirement, A Growing Urgency, Retirement Care Realities for Middle-Income Boomers, has found what I pretty much knew to be true: Baby Boomers are not prepared for the possibility of needing chronic care in retirement. Even though two-thirds…
Do You Need a Huge Pile of Cash To Invest?
Make Your Money Work For You Have you ever played the game Monopoly? If so, you’re probably familiar with the image of “Rich Uncle Pennybags,” the game’s unofficial mascot. Sporting a bushy white mustache, a black top hat, and a cane, Mr. Monopoly (as he is sometimes known) has become a cliché. Created as a…
Dodge The Tax Torpedo!
Watch For The Income Tax Torpedo The possibly lurking Social Security tax torpedo is a situation where an extra dollar of income not only gets taxed at your highest marginal tax rate, it also may cause previously untaxed Social Security benefits to be taxed. So instead of adding $1 to taxable income, you must add…
Investing and Madness
March Madness and Investing Although I don’t watch much basketball during the season, I enjoy the playoffs and championships. It’s always a pleasure to see great competition. I was reading about the bracket process and was struck with how similar it is to the investment process we use. Seeding Madness, specifically “March Madness,” has begun.…