Retirement Insights

My Response To "How Is The Market Doing?"

Do you ever see or read market updates in the financial news that don't align with what you see in...

Stream Movies, But Invest In Fundamentals

Netflix is a company that Americans of all ages know well. What started as a video streaming...

Do We Suffer From Market Volatility Amnesia?

Changes in the price of a stock—also referred to as volatility—can cause a lot of concern,...

Investment Lessons From Apple's $3 Trillion Growth

Apple, a company that started in a California garage in 1976, is now a $3 trillion (going on $4...

Over 7% Interest?  Are Series I Bonds Right For You?

Series I Bonds have been around for a while, but they haven’t been recently popular because...

How Are Dividends Taxed?

When you see the word "income," there will be taxes associated with it most of the time. Dividend...

Is Dividend Investing Good For Retirement Income?

To watch my video on this topic, click on the image below:

 

When it comes to creating your...

Strategies When You Are Married And Filing For Social Security

Deciding when you and your spouse will each take Social Security retirement benefits can be tricky,...

If you're retired, does a Roth conversion make sense?

As we approach the end of the year, you may be doing some strategic tax planning. Your strategy may...