How Could the Midterms Impact the Stock Market?
How might the upcoming midterm elections affect the stock market and our economy as a whole? The way that the markets are priced right now, it appears to anticipate that the Republicans will maintain the Senate and the Democrats will gain the House of Representatives. As we found out in the 2016 election, they are […]
Be Wary Of the Flight to Bonds
On this week’s Dollars and Sense segment, we discuss the trend of investors fleeing equity mutual funds and ETF index funds and instead migrating towards the perceived safety of bonds.
Worsening Social Security Finances & You
Over 70% of retirees get half of their income in retirement from Social Security, which is predicted to run out of money between 2032-2034. In this week’s Dollars and Sense segment, we talk about worsening Social Security finances and what the projected Social Security Trust Fund exhaustion date means for retirees.
Are Roth IRA Conversions Advisable After Age 70 ½?
Are Roth IRA conversions advisable after age 70 ½? What are the five things you need to be thinking about? I’ve talked often about how Roth conversions can be a very effective strategy when you’re in your 60’s, in that sweet spot between retirement age and age 70 ½ (when you have to do your […]