The Average Retirement Age in 2023 in the US vs Canada
The Average Retirement Age in 2023 in the US vs Canada From: www.gobankingrates.com Retirement marks a significant milestone in many people’s lives. This is the point when you take a…
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The Simplest Annuity Explainer We Could Write
The Simplest Annuity Explainer We Could Write From: www.nytimes.com We define immediate annuities, fixed annuities, variable annuities and index annuities, plus give you questions to ask salespeople. Annuities can be…
Global Debt Reaches $315 Trillion
Global Debt Reaches $315 Trillion From: www.linkedin.com Global debt is at $315 trillion, up 21% since COVID-19….
Where Harry Markowitz, Father of Modern Portfolio Theory, Is Invested Now
Where Harry Markowitz, Father of Modern Portfolio Theory, Is Invested Now From: www.thinkadvisor.com The 91-year-old Nobel winner also told ThinkAdvisor that AI should stand for “artificial idiocy.” Nobel Prize winner…
Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations
Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations From: www.kitces.com The benefit of contributing to pre-tax retirement accounts like IRAs and 401(k) plans is the opportunity to receive…
12 Top Tax Questions About Capital Gains, Losses and Worthless Securities
12 Top Tax Questions About Capital Gains, Losses and Worthless Securities From: www.thinkadvisor.com This year has been one long roller-coaster ride for investors. Despite November’s stock market rally, the S&P…
Why Buffer Funds Haven’t Escaped the Bear Market
Why Buffer Funds Haven’t Escaped the Bear Market From: www.morningstar.com This year’s brutal market has tested their downside protection. Buffer funds—which promise to limit downside losses from equity market exposure…
Why Do Investors Focus on the Wrong Things?
Why Do Investors Focus on the Wrong Things? From: www.behaviouralinvestment.com “Nothing in life is as important as you think it is while you are thinking about it.” – Daniel Kahneman…
7 Changes to Social Security in 2020
7 Changes to Social Security in 2020 From: www.fool.com From what beneficiaries will be paid to what workers could owe in payroll tax, big changes are on the way for…
Key to Financial Success: Avoiding Stupidity
Key to Financial Success: Avoiding Stupidity From: www.independenceadvisors.com One of my heroes is Charlie Munger, Vice Chairman of Berkshire Hathaway. While I admire his successful career, I’m more impressed with…
