4 resolutions for your retirement

From Retirement Now Newsletter December 30th, 2021 Tomorrow is the last day of 2021. Which means 2 things: You have today and tomorrow to do any charitable giving and potentially get a tax write-off for 2021 (assuming your itemized deductions exceed the standard...

Two ways to sabotage your retirement portfolio

From Retirement Now Newsletter December 23rd 2021 With markets doing as much fluctuating as they have been over the last few months I thought it’d be a good idea to discuss behavioral finance. Which is really the study of what affects the financial behavior of...

Another Medicare deadline approaching

Retirement Now Newsletter December 9th, 2021. Two days ago was the deadline for making any changes to Medicare prescription drug plans or Advantage Plans, under the annual election period. There are some exceptions to this deadline of course, like for people that...

The power of rebalance in your portfolio

Retirement Now Newsletter December 2nd, 2021 I came across a very good article on safe withdrawal rates, written by none other than Bill Bengen, the man who first brought us the study on the 4% safe withdrawal rate back in the 90’s. He has since revised upward...