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- Video - Why Basing Retirement Spending Decisions Off a Safe Withdrawal Rate May Be Poor Planning
- Video - Why Different Retirement Planning Calculators Produce Different Results
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- Why Probabilities Have No Place in Retirement Planning
Posts
- Nest Egg Guru's Retirement Simulation Software vs. Traditional Monte Carlo Apps
- We Fix Bad TikTok Advice Part II – 529 Plan Roth Rollovers
- Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor
- New Beginnings: Need-to-know Resources and Tax Law Changes for 2025
- Is Bitcoin a Legitimate Asset Class? IMO, Yes.
- Time Is Running Out: Year-End Planning To-Dos
- My two cents: JR’s views on the stock market, interest rates, bond investing, and hedging against calamities
- Looks Like the TCJA is Not Sun Setting. What That Means for Your Tax Planning.
- New Login Requirements for Social Security Administration
- Roth Conversion Advice is Easy to Find. Sound Advice Not So Much.
- Corporate Transparency Act on Hold for Now
- News from Kaka’ako
- Many Personal Finance Gurus Are Recommending TIPS to Hedge Inflation. We Do Not.
- How Not to Choose a Financial Planner
- CD Rates Just Plummeted.
- 4 Great Reads!
- Move Over Chat GPT. There's a New AI Sheriff in Town and its Name is Perplexity
- CREDIT KARMA VS EMONEY
- How Much Savings Do You Need to Retire?
- Are you the Only One Not Listening to the Acquired Podcast?!
- States Partnering with Insurance Companies to Sell LTC Policies? Bad Idea.
- Accountability? Here is our Interest Rate Guidance for the Past 5 Years
- Why You May Wish to Amend Your 2023 State Income Tax Return
- A Finance App to Replace Mint? eMoney is Superior and Available for FREE!
- T+1 is Coming on May 28th, 2024
- IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
- HELOC Sticker Shock
- Hawaii Insurance Commission Does No Favors for Genworth Long Term Care Insurance Policyholders.
- Estate Planning Tales from the Darkside
- A FAREWELL TO MINT.COM
- Is It Time to Redeem Your Series I Savings Bonds?
- Gone Fishin' - Where to Fish for the Best Fixed Income Yields Today.
- Fixing a Common Misconception about IRMAA
- The CFP Board is the Quintessential Wolf in Sheep's Clothing
- Big Changes are Coming to the Tax Laws
- Tax Planning Rules Investors Should Know in 2024
- The Best Tax Planning Cheat Sheets of 2024
- DID RISING DIVIDEND STOCKS JUST HAVE A BAD YEAR?
- Interest Rates on CDs Plummeted in November. How to Invest Now?
- 3 Villains, No Heroes -The Genworth Long Term Care Insurance Saga
- Confusion Reigns Supreme with Respect to RMD Rules
- Massachusetts Delivers Some Welcome Estate Tax Relief
- Why Your Local Bank Offers Low Interest Rates - They Know You Probably Aren't Going to Leave
- Why Financial Planners Have Nothing to Fear from AI
- How to Invest When the Yield Curve is Inverted
- Index Annuities are Hot Selling Insurance Products – Should You Buy?
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- How to Fund Your Revocable Living Trust
- Where is the safest place to have money if the U.S. Treasury defaults on its debt?
- AI and the Financial Planning Industry - An "Old School" Financial Planner Takes ChatGPT for a Test Drive
- It's Time to Start Laddering Certificates of Deposit Again!
- Should you redeem your Series I savings bonds now that the 6-month annualized rate is just 3.38%?
- J.R.'s Commentary Featured in U.S. News and Smart Asset
- How the Silicon Valley Bank Collapse Revealed a Dirty Secret About Corporate Cash Management
- Is Your Cash Working as Hard as it Should Be?
- How Will the SECURE Act 2.0 and Other Recent Tax Law Changes Affect you?
- Should You Accept a Genworth Long Term Care Insurance Class Action Settlement Offer
- What if the U.S. Treasury Defaults on its Debt?
- An Irreverent “State of the Investment World” Address
- Timely Tax Season Tidbits