Deciphering the Secure Act 2.0 What comes to mind when I say "the agony of Christmas toys"? Two things jump out at me. First is stepping on a Lego piece first thing in the morning. Ok, when country singer Trace Adkins wrote, "You're gonna miss this." He was right. I miss the … [Read more...] about The Agony of Christmas Toys!
Retirement Planning
Does Asset Allocation Still Work in 2023?
If you are like a lot of other people, you are probably asking yourself, does asset allocation still work? You probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to … [Read more...] about Does Asset Allocation Still Work in 2023?
What’s After Disappointment?
It’s recovery! After 2022, I ask myself, what’s after disappointment? You might expect to see some graphs with squiggly lines to explain how to recover from investment losses. Instead, let's try something different and more common. See the picture with the perky green … [Read more...] about What’s After Disappointment?
Do resolutions work?
Mine made me money! In just a few weeks, we'll wish each other a happy New Year, and I bet someone will ask you, "so, what are your New Year's Resolutions this year?" But have you asked yourself the question, do resolutions work? Here is how I made my New Year's Resolution for … [Read more...] about Do resolutions work?
Retirement Is More Than Money
Where is the love? I went to a luncheon last week that made me start thinking about something that I want to tell you about. So here it is. Retirement is more than money; so much more. And what brought me to this realization? From time to time, I get together with a group … [Read more...] about Retirement Is More Than Money