Mini Series Part 2 of 10: Adapting to Life’s Changes
“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car
Mini-Series Part 1 of 10: Procrastination
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving
Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
How to Handle a Down Market in Retirement
“What happens when I retire, and the market dives like it’s doing now?” I’ve received this question a bunch this year, and rightfully so. Any
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Wrestling With the Bear – Round 2
The wrestling match with the bear market is entering round 2. Round 1 was exhausting. The bear used all kinds of holds and moves in
Wrestling with the Bear
There are only a few good things about getting older and one of them is learning from the past and being able to recognize things.
Our Thoughts on the Market – April 2022
The first four months of 2022 have been quite a ride in the financial markets. One day the stock market drops (Whoops) and the next
March Madness
March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright
Have An Inherited IRA? It May be Time to Hit the Reset Button
This year brings a nice change to those people who are required to take minimum distributions from their IRA’s each year. You don’t have to