Bonds and Interest Rate Risk
There may be a place for bonds in a retirement portfolio. However, there are risks associated with even the highest quality bonds. This brief video highlights one that is often …
Day: April 24, 2022
The Social Security Tax Pyramid
One key to being tax-wise in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true when it comes to your Social Security …
The Perils of Reverse Dollar Cost Averaging
If you have your retirement funds invested in the stock market there are many things you need to understand and pay attention to. The concept of reverse dollar cost averaging …
Your Retirement – After Fees and Taxes
Many people don’t fully consider the impact of taxes and fees on their future retirement income. In a little over four minutes this video will show you why it is …