As 2019 ended, President Trump signed into law The Setting Every Community Up for Retirement Enhancement Act of 2019. After reading many articles on the SECURE Act, I'm really upset about the long-term implications of the biggest change.
It is an excellent time to check your credit report(s) as we ease into 2020. Every year, you are entitled to a free copy of your credit report from each of the three main reporting agencies. Roughly 25% of all credit reports are said to have incorrect information, but making sure your report is accurate is only one of the reasons I’m urging you to take time for this review.
For many years, I taught Retirement Planning classes to adults looking to secure the Certified Financial Planner designation. I don't miss the hard work and the pitiful pay, but I do miss the challenge of teaching complex financial concepts in an understandable and interesting way. I guess that is why I enjoy working with the media.
Nobody likes it when the stock markets decline. This week we see two economic superpowers “saber-rattling” about who will impose the largest tariff. Because threatened or imposed tariffs have real long-term consequences, the global stock markets have declined relatively sharply. I take advantage of these rough times to run “lifeboat drills.”
I was recently featured on XYPN Radio's podcast. While the podcast is a great way to learn more about my path from software development to financial planning, I will warn you that there is plenty of industry jargon and details about my company that may not be interesting to non-advisors.
On an average workday, I receive at least two media requests. I ignore most requests because many are just plain silly. When I do come across something of interest, I'll share some thoughts with the reporter. Here is a list of the latest places I've been quoted.
Over the last six months, several high-profile companies have decided to sell shares in the public stock markets. Companies like Uber, Lyft, Pinterest, Zoom Video and Levi Strauss all made the news when they “IPOed.” Let’s talk about the questions you might have about IPOs.
Every year I ask each of my clients to forward a copy of their recently completed tax returns. I know this is a pain, but there is information in these returns that can increase client wealth.
I was planning to write an April's Fool article about “The World’s Best Investment Strategy.” However, I changed my mind after my wife's prank went wrong.
It’s hard to miss the financial press’ recent headlines about the inverted yield curve, which (we are told) inevitably signals our next recession. Given the financial media’s history of blowing things out of proportion, I went to the original source of this indicator to discover what his research is really telling us.
Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!
Last week I took three days out of my schedule to attend TD Ameritrade’s National LINC Conference. Let me share with you some benefits that I gain each time I attend this TDA conference.