The Post-Pandemic Retirement Survival Guide. Part 1.
Written by Richard Rosso | Apr 8, 2021Consider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.
>> Read MoreConsider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.
>> Read MoreThe pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.
>> Read MoreThe pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.
>> Read MoreRichard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts of Covid-19 from job loss to taking control.
>> Read MoreRichard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.
>> Read MoreWill you reassess priorities for 2021?
What are all your experiences, heartaches, memories, and trials worth to you? To others? Are you up to the journey for 2021? What are your plans to forge ahead?
>> Read MoreJanuary is the time to make your fiscal fitness resolutions for 2021. Most promises we make to ourselves will be a memory by February. Want a fiscal fitness head start and get 2021 going STRONG on the right foot? Here are 9-steps:
>> Read MoreIf you’re worried about taxes (and who isn’t?), consider these ideas for 2020 and beyond. The RIA annual tax planning guide has lot of helpful tips.
>> Read MoreWe are in the throes of Medicare open enrollment season. What is the Great Medicare Mistake? Let’s explore what it is and how to avoid it.
>> Read MoreIncome is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
>> Read MoreIncome is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
>> Read MoreIncome is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
>> Read MoreFinancial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
>> Read MoreFinancial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
>> Read MoreWe are in the winter of household finances. The “Fourth Turning” is upon us, as we explore how to navigate an uncertain future and maintain financial stability.
>> Read MoreThere are 5 ways financial friction destroys wealth. What you need to know.
>> Read MoreShould you do a ROTH IRA conversion, take money out of your 401k plan, delay an RMD. These are all the questions, and more, we are answering this week in Financial Planning Corner.
>> Read MoreRussell Napier’s classic tome “Anatomy of the Bear” is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.
>> Read MoreIf as households we do crumble financially yet another time, will this ‘outlier’ event finally teach us a valuable lesson? How many Black Swans must we endure to work diligently, effortlessly, to shore up our family’s finances?
>> Read MoreIt seems like the sky is falling, it always does when we get into one of these environments, but fret not we’ve been here before. The question is what will you do different this time around?
>> Read MoreOn the road to personal financial milestones, investors aspire to reach multiple destinations that are important to them – whether it’s saving for a college education or retirement, we all seek to assess the risks. Here’s three to avoid.
>> Read MoreWhy Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.
>> Read MoreRetirement care analysis is a deep dive into the overall retirement planning process. Unlike income planning, retirement care planning requires us to face our inevitable physical limitations and the toll it can have on personal finances along with the negative ripple effects on wealth and health of loved ones.
>> Read MoreWhy Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.
>> Read MoreWith the passage of the SECURE ACT and the death of the STRETCH IRA there has been a lot of noise about HSA’s. You can use an HSA as an investment vehicle and get a triple tax benefit.
>> Read MoreSuper Savers are a special breed.They are not concerned about keeping up impressions; they exist outside the mainstream of seductive consumerism. Call it a mindset. Whatever it is, those who fall into this category or save 20% or more of their income on a consistent basis are members of an elite group who strive for early financial independence.
>> Read MoreYou may have more in common with Kobe Bryant and Chandler Parsons that you know. No one expects the worst to happen, but not being prepared can be devastating to your families future financially.
>> Read MoreThe higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human; when it comes to money and emotions our brains are no smarter than a lizard’s.
>> Read MoreFinancial planning corner is a weekly topic on everything related to Financial planning. From maximizing social security, doing the right things for Medicare, and how to pay less in taxes today and in retirement.
>> Read More“A reader lives a thousand lives before he dies… The man who never reads lives…
>> Read More