This episode provides a market update through Feb 28 2023!

Last month I summarized 25 key provisions for both individuals and businesses.  This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.

This episode provides a market update through Jan 31 2023!

This episode highlights key provisions of SECURE Act 2.0 impacting retirement plans

This episode provides a market update through Dec 31 2022 – Happy New Year!

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”

Happy Holidays!

This episode provides a market update through Nov 30 2022 – US $ and rates were down.

My topic today covers the recent FTX bankruptcy, the major players and issues, and what it means for crypto moving forward

My topic today covers the market update through Oct 31 2022 – plus the new I Bond rate.

My topic today covers the 2023 SS inflation adjustment – a silver lining in this cloudy inflationary environment.