Videos

Will inflation get out of control? How to profit from inflation. Which investments do best in an inflationary environment?

Deciding when and how to claim Social Security most effectively is a huge decision. Once you claim Social Security, that decision may be irreversible. There are literally hundreds of potential Social Security claiming strategies. How do you maximize Social Security benefits for you and your spouse? Should you claim Social Security early? Should you wait until age 70 to claim? How do you coordinate spousal benefits? This as a webinar presented to my clients on how to Maximize Social Security Benefits.

Social media chatter + free trading apps like Robinhood + bull market + new investors with time on their hands = FRENZY

An historical perspective on stock market performance during an election year and how it may impact your portfolio.

Rolling over money from tax deferred retirement plans can be a tricky piece of business. Violate the tax rollover rules and you may potentially subject your retirement funds to income taxation and unnecessary penalties.

Planning for retirement is hard enough. Don't make it harder with poor financial decisions. Here are three that could haunt you forever in retirement. First, resist the urge to put your children ahead of your retirement savings. Yes, you want the best for your kids. But if you're devoting all of your money to private schools instead of your IRAs and 401(k)s, you may find yourself broke when retirement rolls around.