Last time, I talked to you about the infrastructure bill debate in Washington and how the government might pay for it if it passes. One very likely possibility is the government increasing taxes on your 401K. Since such a tax would directly affect my clients’ retirement income, it’s no surprise it [...]

It’s no question the nation’s roads and bridges are in need of serious repairs. According to the 2021 Report Card for America’s Infrastructure, over 46,000 bridges are structurally deficient, yet 178 million trips are made over these bridges every day. Yikes! We won’t debate the politics of the impending infrastructure bill [...]

At this time last year, the pandemic had affected the markets hard. Many people were panicking – afraid they’d lose all their money. Isn’t it amazing how quickly the markets rebounded? History has shown us time and again that the markets always recover from downturns affected by current events (and quicker [...]

It feels like Wall Street adopts and abandons a fad faster than Hollywood influencers. In early 2021, Bitcoin and cryptocurrency were all the rage. Then came along GameStop and AMC. That’s old news now. The hottest new trend on the Street? SPACs, or Special Purpose Acquisition Companies. For the unfamiliar: SPACs are [...]

This weekend, it’s time for Mom to put her feet up, relax, and get pampered like a queen. After all, where would we be without her? From nurturing us as children to supporting us in our most challenging times, Mom has always been our emotional rock. But she’s also been a [...]

... and yet, on this day in 1954, Roger Bannister achieved what everyone thought impossible. He became the first athlete to run a mile in under 4 minutes. Since then, over 1,400 other athletes have achieved the feat, and it’s even become the standard for male middle-distance runners. Today, the mile [...]

As people across the country raise their margarita glasses in celebration today, only 1 in 5 knows the real reason they’re celebrating. Cinco de Mayo doesn’t celebrate Mexico’s independence. It commemorates the Mexican army’s victory over the French army in the Battle of Puebla in 1862. Something even less well-known? Today [...]

I doubt one can put a value on the impact Star Wars has had on the world. Disney has tried - purchasing the franchise for $4 billion back in 2012, but one could argue they got it for cheap. What began as a single movie in 1977 has exploded into a [...]

Happy May Day! Amazing the difference a year can make. This time last year, the phrase “mayday” was more synonymous with panic on Wall Street than it was with people celebrating the festival of spring. There was certainly far less positivity in the air, with lockdowns in full effect and uncertainty [...]

Life’s like a road that you travel on Where there’s one day here and the next day gone Sometimes you bend, sometimes you stand Sometimes you turn your back to the wind -Life Is A Highway, Tom Cochrane One of the most significant expenses you will encounter as you approach retirement age [...]