Understand SOR risk and the importance of account balances vs. investment returns.
Stock Market Bubbles
Having an investment plan is key to withstanding stock market bubbles
How To Decide Whether or Not To Do a Roth Conversion
How to determine whether or not you should do a Roth conversion.
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.
Should I Manage My Own Retirement Account After Retiring?
Learn the pros and cons to DIY investing in retirement
Should I Put My Rental Property In An LLC?
When to consider an LLC for your rental property