Last week closed out one of stocks’ top January performances in years. In fact, both the S&P 500 and Dow posted their best January results in at least 3 decades.[i] For the week, major domestic indexes were also [...]
Healthcare costs can skyrocket in retirement, and Medicare only covers so much. A Health Savings Account (HSA) allows you to set aside pre-tax money to pay for qualified medical expenses like deductibles, copayments, and coinsurance to help [...]
The very big picture: In the "decades" timeframe, the current Secular Bull Market could turn out to be among the shorter Secular Bull markets on record. This is because of the long-term valuation of the market which, [...]
Social Security is only designed to replace a part of a retiree’s income, and the buying power of its benefits has decreased by a third since 2000, according to a report by the Senior Citizen’s League. The [...]
For the first time in months, U.S. markets experienced little movement last week.[i] The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P [...]
Retirees and those near retirement should take note of the changes in the tax code. Also important to note are the rules that are not changing, especially ones regarding retirement plans. Factoring in changes to the tax [...]
The very big picture: In the "decades" timeframe, the current Secular Bull Market could turn out to be among the shorter Secular Bull markets on record. This is because of the long-term valuation of the market which, [...]
U.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[i] In fact, the S&P 500 was no longer in correction territory at Friday’s close—and was in the middle of its [...]
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re [...]
Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from accessibility to good healthcare, to proximity to [...]
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