Category: Uncategorized

The REAL Cost of Luxury

When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.

April 18, 2024

Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.

February 5, 2024

Someone Predicts a Market Drop of 20%! So What?

It depends on how much you have invested in the market. If you’re a conservative retiree, should you care?

January 5, 2024

If Inflation is Going Down, Why Don’t People Feel It?

Inflation deflates purchasing power. We all know that. After all, money is worth only what it buys.

December 12, 2023

How to Create A Risk-Free Investment Strategy.

So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.

November 13, 2023

Bad Financial Behavior and How to Avoid It!

Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.

October 20, 2023

Do Roth Conversions Make Sense if You’re in a High Tax Bracket?

There are a lot of myths surrounding Roth conversions and this one might rank near the top, and you should know why. It’s important to have some historical perspective.

September 5, 2023

Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?

Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.

May 19, 2023

A SECURE Act Defense Strategy

Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.

June 6, 2022

Category: Uncategorized

The REAL Cost of Luxury

Tax-Delayed Isn’t Tax-Free

Someone Predicts a Market Drop of 20%! So What?

If Inflation is Going Down, Why Don’t People Feel It?

How to Create A Risk-Free Investment Strategy.

Bad Financial Behavior and How to Avoid It!

Do Roth Conversions Make Sense if You’re in a High Tax Bracket?

Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?

A SECURE Act Defense Strategy

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The REAL Cost of Luxury

Facing Retirement Account Rollover Decisions?

Tax-Delayed Isn’t Tax-Free

Someone Predicts a Market Drop of 20%! So What?

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The REAL Cost of Luxury