This week’s key takeaways: The current market dynamics shows several similarities to the tech bubble of 2000Our strategy is to remain defensiveIt’s time to start thinking about end-of-year tax planning…

This week’s key takeaways: The current market dynamics shows several similarities to the tech bubble of 2000Our strategy is to remain defensiveIt’s time to start thinking about end-of-year tax planning…
This week’s key takeaways: What does Medicare Part A cover?What does Medicare Part B cover?How does Medicare Assignment work?Understanding IRMAA Navigating Medicare is a cause of frustration for many retirees.…
This week’s key takeaways: How investing in education can help build and protect family wealth529 Plan Advantages529 Plan Pitfalls Two weeks ago, I wrote about the changing landscape of education…
Key takeaways: Reduced likelihood of another shutdownLiquidity from central banks is propping up the marketsGrowth continues to decrease as inflation ticks upProactively plan around taxes Normally we wash our cars…
Key takeaways: Covid-19 is stress testing in our education systemAn increasing government deficit seems to signal increased taxesThe importance of understanding expenses I’m sure a lot of us are wondering…
Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…