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Cash is king in 2023! Short-term interest rates are at the HIGHEST levels in 22 years. Yet, a recent study suggested nearly 70% of Americans...Read More

Warren Buffet Q & ARead More

Since the 2019 law change, if you inherit an IRA from someone who is not your spouse, in most cases, you’ll have 10 years to...Read More

Commodity prices often send signals about the direction of the economy. Diesel prices have fallen rapidly over the past six months. Many factors impact energy...Read More

Mortgage rates have dramatically increased since 2021. Based on a very strong historical relationship, the 30-year fixed rate mortgage is about as poorly priced as...Read More

Short-term treasury bills (or bonds) are now yielding over 5%. This is the highest level in 15 years. In this video, I’ll walk you through...Read More

Have you ever wondered how your Social Security benefit is calculated? Although the benefit formula is comprised of three basic steps, there are several adjustments...Read More

One of the most common tax traps in retirement is surcharges on Medicare premiums. This is more formally known as the income related monthly adjustment...Read More