Archive for August 2021

In June, Congress overturned a set of regulations enacted in late 2020 by the Office of the Comptroller of Currency (OCC). The nullified rules, which have been signed off by…

This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity is…

There’s a perfect storm ahead for retirees. Learn what it is and how you could protect your hard-earned savings on Retirement Solutions Radio, “A Perfect Storm Ahead for Retirees“.Listen Now!…

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…

We tend to have complex lives, juggling the demands of family, work, school, finances, friendships and the broader community. Twenty-first century living has only increased the quagmire of what we…

How much money can you safely withdraw in retirement? And does “The 4% Rule” still apply today? Don’t miss Retirement Solutions Radio, “Why the 4% Rule is Broken and How…

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

What’s the biggest threat to retiring today? It’s outliving your savings! Learn how you could make your money last as long as you do… on Retirement Solutions Radio, “The Biggest…

What does it take to retire successfully today? Find out the 7 questions you must answer before you retire … on Retirement Solutions Radio, “7 Questions You Must Answer Before…