Notes on the Economy – Q1 2023 Summary
Judging by the economic data, no hare has yet entered the 2023 GDP race; the safest bet is likely on the tortoise.
Chart Your Course Carefully in 2023
Manage your investing expectations in 2023—high single-digit returns might be outstanding in this slowing economy.
Retirement Planning: Is There a Best Time?
Instead of normal retirement age, it may be better to pursue a personal retirement savings target When is the right time to retire? Some believe there is an “ideal” age at which all the financial stars and years of preparation align. If so, it could be age 67—or full retirement age (FRA) for anyone born…
End of Life Planning: Are You Good to Go?
We all procrastinate. With family and career, there can be so much going on today that it is overwhelming to think about tomorrow. Besides, it’s common to push difficult discussions off to another day. An estate or end-of life plan is often one of those discussions. A problem is that doing this can give a…
Top 10 Articles of 2022
As 2022 draws to a close, we’re revisiting the most popular insights of the year.
2022 Year-End Tax Planning Reminders
Ways to take advantage of current conditions to make your real wealth work harder for you.
Giving Tuesday: Bunching Charitable Gifts
Using a donor-advised fund for tax-smart charitable giving.
Wealthy Homeowners Can Cash In on Going Green
New U.S. law creates tax breaks for consumers, including the wealthy, who take on energy-efficient home improvements.
Keep Your Powder Dry, the Time To Shoot Is Coming
When the market tides change, investors should be ready to paddle toward profits.
Five Investing Mistakes to Avoid
Five common mistakes investors make and how to avoid them during this bear market.