PODCAST: Defusing the Retirement “Tax Bomb” with David McClellan
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Retirement
How Do I Stop Robocalls From Scamming Me?
Robocalls can be relentless: Is your car warranty about to expire? Can we make you a great offer to buy...
A Kiplinger-ATHENE Poll: Retirees Are Worried About Money
A bear market accompanied by market volatility has led to shifting perceptions of what constitutes a secure retirement, according to...
Rethinking the American Dream: 6 Considerations for Buying a Home in This Economy
Understanding how inflation works, and looking at historical investment returns challenges the idea that paying off a mortgage is the...
Qualified vs. Non-Qualified Annuities
It’s not enough to ask whether you should buy an annuity, or even which one you should choose. Deciding where...
A Puzzle: Target Date Funds for Old People Suffer Similar Losses to Young People
The TDF industry is a Risky group. Its 2020 TDFs lost 11.2% in the year ending August 2022 while its...
Are Annuities A Good Investment?
One of the biggest worries for retirees is outliving their money. Nobody wants to be stuck in late retirement without...
Grandparent Scams Get Victims in Their Hearts
Grandparents have special bonds with their grandchildren, and scammers know it. Thieves get money from their victims by exploiting this...
Target Date Fund Pros and Cons
Everyone knows that they should be saving for retirement, but figuring out how can be tricky. That’s one reason why...
Find Out in 5 Minutes If You Have Enough to Retire
My 4-year-old daughter loves working around the house to earn money. Perhaps we’re a bit early with these lessons. Nevertheless,...
You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!
The first half of 2022 was one of the worst starts for the S&P 500 since 1970. Many investors saw...
Bitcoin Is The New Retirement Strategy
Secure in custody and monetary policy, Bitcoin is the retirement asset capable of withstanding the challenges of the future.
A Few Important Roth IRA Basics for Investors
If you’re like a lot of people, you’re familiar with traditional IRAs and Roth IRAs, but not entirely sure how...
2 Risks People Face If They Retire in Tough Economic Times
Many people scrimp and save for decades in hopes of enjoying a relaxing and rewarding retirement. But one thing that’s...
