Deferring taxation is powerful when saving for retirement. Those in high tax brackets generally benefit from deferring income from peak...

I find inspiration for writing these articles from the conversations I have with people. Getting asked the same questions repeatedly...

Another year, another SECURE Act. The new SECURE 2.0 was signed into law December 29, 2022, clarifying some content from...

The financial world is complex and growing more so over time. Laws and regulations, circumstances, and life itself change. Whether...

I won’t pretend to have a better crystal ball than other participants in the financial markets. The future is open...

It’s been a tough year for investors so far. This seems like a good time for some perspective. Note that...

All eyes are on the Federal Re-serve System (the Fed), its board of governors, and the Federal Open Market Committee...

The tax regime we’ve been enjoying in recent decades through the Tax Cuts and Jobs Act (TCJA) will expire at...

All markets are governed by the forces of supply and demand. It doesn’t matter whether markets are local or global...

The media is filled with discussions of rising interest rates and inflation. Why are these generally discussed together? Historically, there...