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Nov 26, 2021

Liz Weston, a personal finance writer for Nerd Wallet, says you can gain … or lose … as much as $100,000, just by the way you claim Social Security!  And she says you never want to make your claim based on something a Social Security employee tells you.  But if we can’t rely on someone who works there to give us...


Nov 19, 2021

Fidelity says the average IRA balance is up 21% from a year ago, while the average 401(k) balance is up 24%!  And the total number of million-dollar retirement accounts has nearly doubled over the same period!  Obviously, we have the markets to thank for that.  But before we celebrate too much, remember what those same...


Nov 5, 2021

I know we’re supposed to put 3-to-6 months worth of living expenses in an emergency fund, but where do we keep that money?  Wouldn’t it earn more in a Roth IRA than in a regular savings account?  Is that a good idea, or would you advise against it?

This may surprise you:  A new report from the Credit...


Oct 22, 2021

Football is finally back and there’s an old saying, “Offense wins games, but defense wins championships.”  Best-selling financial author Patrick Kelly says the same can be true for your retirement strategy…but how do we keep from “giving up points” when it comes to our nest egg?

Then, both the Dow and the...


Oct 8, 2021

Blackrock CEO Larry Fink tells CNBC that record-low interest rates are a major problem for those of us trying to save for retirement and we are headed for a silent crisis - is he right?  Are these low rates going to force some of us change our retirement plans?, Inflation has been a hot topic in recent months, but...