

How to Handle Your Investments in an Election Year
You may be tempted to change your investments around due to the perceived riskiness of the stock market during an election year. However, that would

Is Your Pension Safe?
Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect

Why You Should NEVER Invest in IPOs!
There always seems to be a tremendous amount of buzz surrounding companies that are getting ready to go public. However, the excitement that comes along

Implications of Our Country’s Debt – and What You Can Do
Last Updated: 5/28/2021 It’s no surprise that our country’s debt continues to rise at unparalleled levels. Currently our nation’s debt is $28.3 trillion and rapidly

Powerful Tax-Saving Strategy if You Stopped RMD in 2020
The CARES Act provided retirees with the ability to waive Required Minimum Distributions (RMD) for 2020. Those who did this may have a very attractive

Roth Conversions in a Down Market? Think Again
My article on Roth Conversions in a Down Market was recently published on Advisor Perspectives, the #1 most-read electronic newsletter by financial advisors. Much was
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