The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…

The US has more jobs than people to work them. It’s an interesting dilemma, considering concerns in recent years that technology, robots and artificial intelligence (AI) would replace many positions.…

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…