Blog

The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an original […]

We’ve all heard the adages or sales pitches that claim “if we only skipped that Starbucks coffee twice a week,” we could retire rich at 60 and never have to […]

Pick your favorite narrative- all true as of 1/25/22. 1) Stocks plummet 7-10% to start 2022, or 2) Stocks start 2022 by giving back ~1/4 of the S&P500’s strong and […]

When I last brought up the mega backdoor Roth IRAs ( Nov 2021) and the opportunities these tax strategies provide wealthier individuals, there was much political debate on whether or […]

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws […]

Buying Supplemental Insurance – Choosing a Medigap Policy  Retirement is a special milestone, but you need to be prepared for the journey ahead. Unfortunately, Medicare won’t cover all your healthcare […]

Here we are, another year winding down and a new one set to begin. The past two years have been somewhat of a chaotic blur to many of us. Think […]

In September 2021, the House Ways and Means Committee passed a measure to end the “backdoor” and “mega backdoor” Roth individual retirement accounts. I wanted to touch upon this subject […]

Medicare is a complicated system that can have many different rules and regulations. It’s no wonder the majority of seniors make mistakes with their Medicare coverage. This blog will discuss […]

Retirement is about looking back on all your hard work and accomplishments over the years and starting on a new life journey comfortably.  However, retirement is different for everyone, and […]