You’ve made it to retirement and now need to draw down your savings after a lifetime of building them up. As you begin to spend these funds, […]
It’s a new year and maybe you’ve resolved to save more money. If so, here’s my list of the 8 or 9 best ways to do it […]
My clients and students demonstrate a range of personal finance behaviors – from stellar, to clever, to needs improvement. Here’s my list of DOs and DON’Ts to […]
2020 was insane. The US election was surreal, the COVID pandemic raged out of control, and the stock market rose 21%. (On average, stocks go up 10% […]
This is the most frequent question that I’m asked — why is the stock market so damn high* while the economy is in a deep recession with […]
The news that Trump pays no federal income tax will surprise no one. Absent tax fraud, I don’t know any way to cut your taxes as low […]
A correspondent asked: I plan to retire in a couple of years and the current state of the world and stock market is scaring me. Should I […]
What is the best age to claim your Social Security benefits? Most people do so soon after age 62 but, most of us should delay until age […]
What are the best habits to create and sustain healthy saving behaviors? I’ve seen various strategies that range from stellar, to creative, to works in progress. From […]
If you’ve inherited an IRA, you may be aware that the distribution rules are different from regular IRAs and were changed when the SECURE Act was passed […]
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