I spent 2 days last week at a continuing education conference with Ed Slott & Company. This is my third year in the program. Slott has been a thought leader in retirement and distribution planning for over thirty years. My Master Elite membership gives me full...
“I hope I never recover from this.” William Shatner on his journey into space at age 90 Reflation, inflation, or deflation….that was so last quarter. This quarter “stagflation” also began to gain attention. Stagflation evokes fear of the 1970’s when...
Social Security Status: Ignore the Headline Hype Social Security issued its Annual Trustees report on August 31. The report discussed the long-term financial status of the program. However, different media sources report the same data in very different ways. Some...
Plan Enrollment Errors: Advance Planning is Good Medicine Combine the federal government with the US tax and healthcare systems and what do you get? One very complicated maze of rules and regulations called Medicare! Medicare’s complex rules are confusing and can...
“A nickel isn’t worth a dime anymore.” Yogi Berra Reflation, inflation, or deflation. How about a libation and we call it good? The range of opinions about the future direction of prices we pay for goods and services leaves us with one concern: Are recent...
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