1) COVID-19 Situation Could Be “Highly Dramatic”
2) Required Minimum Distributions from Your IRA
3) When and How to Take Social Security
4) What Would You Do If You Lost 50% of Your Income?
5) Estate Tip: Frequently Asked Questions About Gift Taxes

1) Put Your Seat Belts On!
2) How to Diversify Your Retirement Portfolio
3) How to Maximize Social Security
4) Buy Hold Myth #2: Don’t Miss the 20 Best Days!
5) Estate Tip: The Dog Who Inherited $500 Million

1) Get Ready for a Rough Winter
2) Are Roth IRAs and Roth 401(k(s) Good for You?
3) Why Delay Taking Social Security?
4) The Known-Known, the Known-Unknown, and the Unknown-Unknown
5) Estate Tip: Do You Need a Living Trust?

1) The Fed is Going to “Taper.” What Will That Do to Our Investments?
2) When It Comes to Money, How Do You Find Happiness?
3) Social Security Strategies
4) Diversify and Your Job Is Done. Balderdash!
5) Estate Tip: You Just Came in to a Lot of Money. What Do You Do Now?

1) The Known-Known; Known-Unknown; and The Unknown-Unknown
2) Should You Pay Off Your Mortgage Before You Retire?
3) Social Security Strategies for Married Couples
4) How Inflation Could Cause the Next Crash and What to Do About It
5) Estate Tip: The Family Limited Partnership