There was a time, back before 2020, when the rules covering people who inherited traditional IRA accounts were simple. Before the SECURE Act was passed, people could spread out their
Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books, etc. Do you just ask for the
Most of the investing world is a bit weird about the Federal Open Market Committee meetings, which is where the nation’s central bank announces its latest interest rate policy. The
Debt, Interest Rates, Long-Term Care Insurance, Tax Brackets, Wages
Debt, Financial Planning Newsletter, Interest Rates, Long-Term Care Insurance, Taxes, Wages
And just like that, 2023 is almost in the books. This year, like many other years, was full of ups and downs, wins and losses, and a few lessons learned.
With the volatility in the markets lately, you might not realize that we are currently experiencing an outrageous investment mania. Stocks of companies that are involved in artificial intelligence have
How long do you think you’re going to live? How does that compare to other countries? One of the most surprising pieces of news to many people is that they
Budgeting, Interest Rates, Life Longevity, Retirement Savings
Budgeting, Financial Planning Newsletter, Interest Rates, Retirement, Retirement Savings, Taxes
A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket of one- to three-year government bonds; in other words, you
My goodness; stocks are taking a terrible beating these days. From the way the market is behaving, one might think that some of the world’s largest and most profitable companies
Recession, Roth, stock market, Student Loan
Financial Planning Newsletter, Recession, Roth, Student Loans
Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A recession is a period of
By now you know that the U.S. is experiencing a fairly dramatic inflation rate. The Consumer Price Index rose 7.9% last year, and prices this year are surging as well.
Bitcoin, Gas Hikes, Inflation, Retirement
Finance, Financial Planning Newsletter, Investing, Retirement