Taxes: How Did We Get Here?

  Can you count all the taxes you pay on one hand? How about two? As Americans, we are deluged in taxes, including on our income, investments, gifts, and everything in between. Of course, we weren’t hit with them all at once. When America was first established,...

Top Three Retirement Challenges

  Retirement is like fog. The further you are the harder it is to see it. But, like fog, it creeps up on you. The last thing you’ll want to do is be underprepared. Retirement is meant to be blissful and full of new achievements. Yet so many retirees are stuck...

Are Women Better Investors Than Men?

  Men and women behave differently. From birth, there are certain expectations put on boys and others put on girls. It’s no wonder the two genders perform differently in the stock market. Have you ever wondered who performs best? According to Fidelity’s survey,...

The Top RMD Strategies

  The Required Minimum Distribution (RMD) is your retirement plans’ reckoning with the IRS. When you first opened your IRA, 403(b), or any other qualified retirement plan, you were enjoying deferred income taxes on the contributed dollars. Unfortunately, your...

Take the Great American Tour

  Traveling is a top priority for many when talking retirement. Some people start off with countries like France, England, the Netherlands, India, Japan, and Brazil. But what about a USA tour? If you’re like most Americans, then you’ve only visited a few states....

How to Deal with Market Volatility

      If you’ve kept up with the stock market lately, then you probably know that it’s been like a roller coaster. You may be wondering what is going on with the financial markets? What does the fluctuation mean? And most importantly, how do you invest...