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On Jan. 30, the Federal Reserve finally admitted it made a big mistake, but did the U.S. central bank take too long to realize it? The Fed tightened monetary policy aggressively in 2017 and 2018. In September 2018, it ratcheted up the rhetoric, telling investors to expect a series of interest rate increases through 2019. […]
Retirement abroad is enticing to more and more Americans, but many of them make key mistakes that spoil their plans for a foreign retirement haven. The Social Security Administration reports it sends benefits to more than half a million U.S. retirees living overseas. The number increased substantially over the last 10 years. But it significantly […]
The 2018 tax bills are surprising many people, especially retirees. Some paid less than they expected because of the 2017 tax law, but others were disappointed with their savings or paid higher taxes. Don’t be surprised or disappointed by your 2019 income tax bill. The best way to avoid tax surprises is to begin planning […]
Health savings accounts (HSAs) are the best retirement planning tool available, but some people don’t know a legal trick to fully funding their HSAs. An HSA has three powerful tax benefits. Contributions to the account are tax deductible or excluded from gross income when an employer makes them. The account can be invested, and income […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
There’s an important gap in many estate plans. The oversight can cause a large portion of your estate to end up with people other than your loved ones. The Estate Planning goal many people overlook is to ensure that a large portion of the estate doesn’t end up in the hands of people you never […]
There have been quite a few changes in the markets the last few months. Let’s review some of them today. Most stock indexes hit lows on Christmas Eve 2018 and have been moving higher since then. Earnings and other fundamentals haven’t been improving as much. The result is stocks generally sell at higher valuations than […]
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate Planning failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. So to ensure […]
The economy clearly is slowing. Is there a recession on the way? Most of the economic data the last few months has been weaker than previous data and weaker than expected. That has caused many economists to begin warning that a recession might occur in 2020 and perhaps later in 2019. Corporations have been issuing […]
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