May. 16, 2022
Could Congress Make the Roth IRA Taxable?
We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…
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10 Result(s) in the “Personal Finance” Category
Apr. 29, 2022
How to Prepare Your Retirement Portfolio for Inflation
Inflation has been a major topic in the news lately. While it has an impact on all of us, those…
Apr. 29, 2022
Protecting Your Retirement Nest Egg Against Inflation
Inflation has quickly become a reality for all of us, where we are now spending more on everyday items. As…
Apr. 3, 2022
April is National Financial Literacy Month
Did you know that April is National Financial Literacy Month? Investopedia defines financial literacy as “the ability to understand and make…
Feb. 25, 2022
Confirmation Bias, Cognitive Dissonance, and Recency Bias
Recently, we discussed hindsight bias and its impact on our investment decisions. This isn’t the only behavioral pitfall that we face as…
Feb. 19, 2022
3 Tips for Financial Security in Retirement
Financial security in retirement is one of the biggest concerns for workers of all ages and particularly those that are…
Jan. 7, 2022
Changes to Retirement Plan Maximums and Social Security Benefits for 2022
You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…
Nov. 23, 2021
Considering Bankruptcy in Retirement? Here Are Some Things You Should Know
While unpleasant to think about, an unfortunate reality is that many people find it necessary to file for bankruptcy in retirement. …
Oct. 29, 2021
Downsizing Your Home in Retirement: Four Factors to Consider
Many people consider downsizing their home as they approach or enter retirement. As with any significant life-changing decision, there are…
Oct. 22, 2021
Why You Should Consider a Roth IRA Conversion Before Year’s End
If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…
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