A quick detour to talk about taxes

From Retirement Now Newsletter 3-17-2022 “You have no idea of the *magnitude* of this thing! If she is allowed to infiltrate this world, then George Costanza as you know him, *ceases* to exist! You see, right now, I have Relationship George, but there is also...

Why you don’t mess with Momma’s timer

Retirement Now Newsletter 3-10-2022 We’ve had to institute a new rule in the ol’ Hammond house. And that is don’t mess with Momma’s timer. And that applies not just to “Momma” but to whoever is the one doing the cooking. A little explanation… You’re cooking something...

5 tax moves to make in March

From Retirement Now Newsletter 3-3-2022 With the tax season upon us I found a good article about some tax moves you may be able to make to potentially cut your 2021 tax bill. Now not all of these may apply to your situation as many people in the Retirement...

The tax “secret” hidden in plain sight

From Retirement Now Newsletter 2-24-2022 Came across a good article discussing tax implications that retirees can potentially face if they don’t take asset location into account. What is asset location? Here’s some high points from the article that also...

Bear markets are scarier in retirement

From Retirement Now Newsletter 2-17-2022 If you’re watching the markets much, or your portfolio statements, you’ve noticed the markets are a bit dicey so far this year, and trending a little downward. It’s definitely given investors a reminder that markets go down as...

On not holding anything back

From Retirement Now Newsletter 2-10-2022 I was jogging a couple of days ago with one of my kids. When an old (well just from the 90’s) movie’s inspirational scene popped into my head. Over 20 years ago a somewhat artsy fartsy with a sci-fi twist movie came out called...

The easily overlooked inflation hedge

From Retirement Now Newsletter 2-3-2022 I’m not a 100% all-the-time advocate of delaying Social Security. But for a lot of people it can be a really good decision. For instance, if the higher earning spouse is older than the lower earning spouse it may be a good...

Current inflation and the stock market volatility

From Retirement Now Newsletter 1-27-2022 Stock market volatility and inflation are probably two of the biggest topics retirees are hearing about right now. I’ve had my fair share of discussions with people talking about how much a foot long sub at Subway has increased...

Mark your calendars

From Retirement Now Newsletter January 6th, 2022 New Year has just begun. And if you’re like me you may be using this time of year to prioritize and plan for the upcoming year. Things like dates to mark on your calendar and such. So what better time than to give you...