Open Enrollment

Open Enrollment

  It’s open enrollment for Medicare, a time when experts recommend you review your Medicare coverage to see if you need to make a change.   Open enrollment runs from Oct. 15 through Dec. 7, giving beneficiaries a window in which to review options, including...
Weekly Market Update

Weekly Market Update

  A second week with more good news!       So, why another week setting at least a small positive trend? We’ve talked here about inflation and measures used to track it. It’s THE economic issue all of us are struggling with and certainly is on the...
What Is Taxable Income

What Is Taxable Income

  Knowing how much of your income is taxable and how it’s going to be taxed is important because it’ll help you understand what you’ll owe on Tax Day (April 18 this year).   So, how do you know what income is taxable and what isn’t? And how exactly do you...
Weekly Market Update

Weekly Market Update

  The first week of good news we can report since early September. And a welcome report it is!!   The markets remain uncertain about the longer term for inflation, interest rates, and of course, the mid-terms right around the corner. Specific political views...
6 Common Retirement Planning Myths

6 Common Retirement Planning Myths

Myth #1: I don’t need to revisit my withdrawal rate Historically, a general rule has been that a properly diversified portfolio could last 30 years with withdrawals of 4% or less and annual increases to match the rate of inflation.   However, there isn’t a...
Weekly Market Update

Weekly Market Update

  More of the same!       Last week the markets were not clear on where they were going to finish showing a few days of positive gains followed by more pullback. The market reacted negatively at the start of the week to poor inflation numbers that...