Shane Barber looks back at the lost decade of the 1970s to see if we can glean some clues for what the 2020s could hold in store for us, and how we can navigate through what may indeed be difficult years ahead.
The Retirement Planning Calendar is here to help you through 2023 as you venture to and through retirement. This calendar will be updated regularly to include new dates, links, and more.
The current tax rates of the Tax Cuts and Jobs Act will be sunsetting in 2026, meaning tax rates will be going back up to the rates from 2017. Here are a few things to keep in mind for how to put yourself in the best possible tax situation now, 2026, and beyond.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
History has shown that mixing those three types of investments in your portfolio can increase your risk-adjusted returns.
Today we’ll be looking at what is arguably the most discussed part of your investment portfolio, US stocks. If you missed the last two installments of our Investing for Retirement series be sure to check them out. They were on bonds and international stocks. Turn on CNBC (no financial planner has never said this phrase before, probably), and you’ll be updated every minute of the day as to how this asset class is performing in bright, bold numbers. If you get online, watch TV, or listen to the radio throughout the day...
Often, when discussing portfolio allocations with clients, we will get asked a question or two that goes something like this, "The Federal Reserve is raising interest rates. Why would I want to own bonds?" or "Yields on bonds are pretty low, shouldn't I just own dividend-paying stocks instead?" or "Bonds aren't making any money, look how much they lagged behind stocks. Tell me again; why do I want to own those?"
Episode 83 | Ed Slott, CPA | America's IRA Expert
Dean Barber and America's IRA Expert Ed Slott, CPA take a deep dive into understanding the SECURE Act 2.0 and outline what has and hasn't changed within the original SECURE Act.
Episode 82 | Garrett Waters | Anchor Capital CEO
Dean Barber and Anchor Capital CEO Garrett Waters explain the importance of understanding investment risk on The Guided Retirement Show.