Posts Tagged ‘Retirement’
October 19, 2024
Market Roundup: Oct. 14 – Oct. 18, 2024; Case Study: Test Driving a Retirement Plan; Q&A Time: Retirement Portfolio Withdrawal Rates
Read MoreAugust 17, 2024
Market Roundup: August 12—16, 2024; Case Study: Hazards on the Road to Retirement; Q&A Time: In-plan Roth Conversions
Read MoreMay 11, 2024
Market Roundup: May 6 – May 10, 2024; Case Study: Pitfalls that Could Derail Your Retirement; Q&A Time: Mid-life Career Changes
Read MoreApril 6, 2024
Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision
Read MoreJanuary 13, 2024
Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca
Read MoreDecember 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
Read MoreApril 15, 2023
Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.
Read MoreMarch 25, 2023
Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?
Read MoreJanuary 14, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…
Read MoreSeptember 24, 2022
Market Roundup: Covering Sept. 19 – Sept. 23, 2022; Case Study: Retirement in a Recession; Q&A Time: How will Europe’s skyrocketing energy costs affect us?
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