Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start. 

Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes. 

The Magnificent Seven have gained 71% this year while the other 493 stocks in the S&P 500 have gained just 6%. 

Before celebrating a victory for the Commonwealth by echoing legislators that this “doubles the previous threshold”, understand there are only 12 states in the U.S. that still tax estates.

IRS steps in and delays an important aspect of Secure Act 2.0 passed by Congress last December.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess. 

Seven companies (combining Alphabet’s share classes) represented over 55% weighting of the NASDAQ 100 index and were educed to 38% with smaller companies within the index being purchased.

July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.