New Laws Could Change IRA Contributions and Withdrawal Rules for High Net Worth Individuals
Congress' Ways and Means Committee recently released the first draft of a major tax bill that could...
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Retirement Planning (2)
How Do Insurance Policies Effect Your Retirement Plan?
Your life and health insurance policies are a key part of your overall financial plan. It’s...
Read MoreThe Inevitable Drop
Market Watch says it’s not only possible – it’s probable – that you’ll see one-or-more market...
Read MoreIs Your Brain Sabotaging A Successful Retirement?
If you had to really think about EVERY POSSIBLE THING when making a decision, it would take a lot...
Read More4 New Tax Proposals That Could Shake Your Retirement Plan
Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how...
Read MoreOld 401k Options & The Pros/Cons Of Each
When you change employers or enter retirement, you likely have four choices of what to do with your...
Read MoreThe Role Dividend Paying Stocks Play In Your Retirement Portfolio
The notion of using dividends in retirement, either as a way to complement other financial assets,...
Read MoreCreating A Retirement Income Drawdown Strategy
Starting your social security withdrawals before full retirement age could result in THOUSANDS of...
Read MoreMyths of Conventional Financial Wisdom
Financial rules of thumb are useful to many people who can’t or won’t make time for complete and...
Read More3 Unexpected Challenges You May Face Heading Into Retirement
You may have heard this before, but if you think your retirement situation will be similar to that...
Read MoreHealthcare Options In Retirement
One of the major considerations you'll need to take into account in retirement is figuring out your...
Read MoreJDLTM - What Is The Color Of (Your) Money?
Each week host Randy Cook interviews either Sam Liang, John Conley, or Ryan Marston to discuss...
Read MoreWould A Market Correction Affect Your Retirement Portfolio?
Would A Market Correction Affect Your Retirement Portfolio?
Randy: we all worry about the...
You’ve Inherited Money, Now What Should You Do?
If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is...
Read MoreJDLTM: Are You In Your Second Financial Awakening?
The Just Don't Lose The Radio Show discussion from January 17th, 2021:
Read MoreHave a list of questions around your finances?
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