Questions You Were Afraid To Ask Earlier this year, I started a series of letters called “Questions You Were Afraid to Ask.” Each time, we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to investing, the only bad question is the one left unasked! We’ve…
The annual Social Security Trustees Report is out. At 275 pages I wouldn’t expect any of you to want to read it! I haven’t read it all, but I will share some highlights (I know where to look). The report really used to be one of those government reports that nobody paid much attention to,…
Happy Father’s Day! Back in March, a train from Ukraine arrived in Poland. Inside were dozens of tired, hungry children fleeing the war. I have no idea what the kids expected to see when they arrived at the station, but the sight that greeted them was certainly not it. Standing there, on the…
Many different factors drive the retirement decision and when to retire. To name a few I’ve seen in the last 2 years: Health or Spouses’ Health Age Job Issues Social Security Enough Money Layoffs Covid Marriage I have heard several stories of people running out of money or running short of money in retirement. Some…
Questions You Were Afraid To Ask A few months ago, I started a series called “Questions You Were Afraid to Ask.” Each time, we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to investing, the only bad question is the one left unasked! In…
Over the years, one of the most popular ways to save for retirement is to contribute to an Individual Retirement Account, or IRA. That’s because IRAs enable you to invest (and hopefully grow) your money for retirement in a way that also brings significant tax advantages. As you can imagine, much of my time as…
Imagine Rip Van Winkle woke up from a two-year nap and cornered you on the street. “What’s been happening?” he asks. “What did I miss?” After catching him up on the last two years – COVID, the presidential election, Russia invading Ukraine, etc. – he asks you: “By the way, how are the markets doing?” …
Happy Mother’s Day! It’s Mother’s Day and one of our favorite songs lately has been “Unsung Hero” by For King & Country, an Australian Christian duo. The group, composed of two brothers dedicated “Unsung Hero” to their parents for the sacrifices they made in moving from Australia to the United States and molding them into…
But Our Work Is Never Done. Most of you have filed your 2021 taxes and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine … you deserve a break from the stress of tax season. We, on the other hand, work…
For most of us tax-day is past and taxes for 2021 are behind us. For a few we have another six months to pull it all together and get returns submitted by using the handy extension. Here is a very great review appearing in the Wall Street Journal by Ed Slott aka America’s tax…