Why investors should think twice before diving into stock picking.
The Danger of Picking Stocks
The Realities of Retirement
Making the most of your extra free time in retirement
Social Security Reductions Eliminated for Some Federal & Public Workers!
Social Security WEP & GPO provisions eliminated!
6-Figure Income in Retirement & No Taxes!
How to use a brokerage account to generate 6-figures, tax-free!
Reconsider Growing Your Pre-Tax 401(k) or IRA
Pre-retirees with large IRA and 401(k) balances need to re-strategize.
Key Changes in 2025 for Taxes, Retirement Savings, and Medicare
Changes to the tax and retirement landscape that affect pre-retirees and retirees in 2025.
6 Year-End Tax Strategies for Your Investment Portfolio
6 year-end tax strategies to save taxes generated from your non-retirement investments
Investors Are Missing Out on Nearly 16% of Investment Returns
Investors aren’t getting the rate of return they could be.
Harris and Trump Tax Proposals and What They Mean for You
I address some of the major tax policies at play if either candidate takes office, and how they might affect your situation.
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
What to consider if you’re going to help your adult children financially