Archives by: National News

National News

National News Posts

The First Few Years of Retirement Can Make or Break Your Portfolio

Income Retirement
Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it. Read more at Kiplinger ...
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Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

Featured Retirement Taxes
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Joe Biden’s tax plan, explained

Retirement Taxes
The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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Fed sees stronger economy and higher inflation, but no rate hikes

Featured Money
The Federal Reserve on Wednesday sharply ramped up its expectations for economic growth but indicated that there are no interest rate hikes likely through 2023 despite an improving outlook and ...
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Here’s Where The 4% Withdrawal Rate Fails

Featured Income Retirement
A 4% retirement asset withdrawal rate remains the standard for financial planning, but it doesn’t hold up against every scenario. “The results provided by our research and models ...
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Women lag behind men in saving for retirement. The Covid pandemic has made it worse

Featured Income Lifestyle Retirement
When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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Retirement Income: Where to Find the Best Yields for March 2021

Featured Income Retirement
Here’s some good news for income investors: Yields on benchmark 10-year Treasury notes have hit a pre-pandemic high. And here’s some bad: Interest rates remain near historic lows, ...
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Be Ready for Big Changes: 2021 Tax Planning

Featured Taxes
Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was ...
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How much income will your 401(k) provide?

Featured Income Retirement
Retirement account owners have long had trouble translating the money in their 401(k) into income. That’s about to change. Read more at MarketWatch ...
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Comment: Navigating equity markets in the year ahead

Featured Money Taxes
We have just concluded a tumultuous year for asset markets. In March, equities endured volatility reminiscent of levels previously seen during the global financial crisis. What followed thereafter ...
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