Category: Investing

Retirement, Income, Tax & Estate Planning.

The Markets STILL Don’t Care Who Wins

A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the election draws closer these discussions invariably pick up momentum, and so do the news articles. Last week I came across an article titled “Presidents don’t…
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July 30, 2020 0

The Pandemic Is Causing Folks To Alter Their Retirement Plans

Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number of clients while many others went to cash. At Franklin Retirement, we had about 7% of our clients go to cash for a short period.…
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July 30, 2020 0

A Review Of The First Quarter 2018

I know it hasn’t been fun and I know most of us have had our share of roller coaster rides over the years, but it feels like we’re on a ride again. The first quarter of 2018 saw a return to what we can consider “normal” levels of volatility, after a period of historic low…
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April 5, 2018 0

Response To The AARP’s Annuity Article

You may have seen a column by Jane Bryant Quinn in this month’s AARP Bulletin about Fixed Indexed Annuities (FIAs). Fixed indexed annuity sales totaled more than $60 billion in 2016 and continue to grow as an asset class for retirees and pre-retirees. Ms. Quinn’s concerns are somewhat valid, but not wholly accurate. To wit: “Salespeople might…
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October 27, 2017 0

Seven Common 401(k) Mistakes

This Sunday on the radio show, I spend some time reviewing common 401(k) mistakes being made by folks still in the workforce. I thought I’d lay them out here as well. And while this discussion is written around 401(k)s, don’t think you’re immune because you have a 403(b). You can make the same mistakes with…
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October 6, 2017 0
Ramp Up Your Retirement

Ramp Up Your Retirement

As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as well as things to consider. If haven’t retired but are getting ready to, here’s three things you should think about.   Mind Your Money Now…
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September 14, 2017 0

10 Retirement Mistakes You May Be Making

The prospect of retirement always sounds good—walking out of the office for the last time, Johnny Paycheck blaring from the car speakers as you drive home and sleeping late whenever you want. But too often, common retirement decisions end up being mistakes. To that end, Kiplinger put together a list of 10 financial decisions retirement…
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June 8, 2017 0

Don’t Look At Your Portfolio!

Again the markets have been on a roller-coaster ride over the past 10 days. A few market analysts say the market is tracking the polls. For whatever reason, Wall Street seems to feel Hillary is a safer bet so when the polls started closing and Trump was edging past her, the market went down. After…
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September 28, 2016 0

Radio Caller Questions: IRA Q&A

Every week we get a number of email questions that we try to answer on the air (by the way, you can now hear us on WNTP 990AM on Saturdays at 8 a.m. along with our usual spot on Sundays at noon). Below are a few of the more interesting ones we’ve received lately. If…
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July 9, 2015 0

Survive and Advance

Since I’m the quarterback, I probably shouldn’t be talking about basketball, but here goes… March Madness is all about ‘Survive and Advance.’  In order to continue playing and prevent the season from being over, you have to win to move on to the next round.  In today’s ever changing and volatile economic arena, your retirement…
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March 25, 2015 0
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