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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Markets – 4th Quarter, 2022
After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which nearly every asset class…
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Secure Act 2.0 – What you NEED to know
Just prior to Christmas, Congress passed an important piece of legislation addressing the continued need to improve retirement savings –…
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Macroeconomic View & Markets
Throughout 2022, the broad market selloff and the aggressive Federal Reserve rate hikes have been prominent in the news. The…
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Get Paid for Home and Car Upgrades
There are tangible ways you can personally benefit now and into the future from the Inflation Reduction Act which became…
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MY BEST ADVICE WILL NEVER GROW OLD
I am taking the liberty in this Commentary to repeat advice I have given in my column for almost 3…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
A bear market is a period of time during which securities prices drop by 20% or more over a period…