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Oct 30, 2020

It’s possible we could have another contested election result and won’t know a winner for a while. What happened to the market last time that happened?

The 2000 race between George W. Bush and Al Gore took 5 weeks to sort out. During that time between election day and New Year’s Day, the market dropped 7.8%.  If...


Oct 9, 2020

CNN says Joe Biden wants to change 401(k) plans to give low-income earners a bigger tax break.  That sounds good, but the change would be at the expense of couples who earn more than $80,000 a year – those people would lose a portion of their tax break.  Do we need to worry about potential changes to the retirement...


Oct 2, 2020

Earlier this week we had the first Presidential debate of 2020. Needless to say, it seemed to follow suit with the theme of 2020 - chaotic and at times stressful, and it left the taste of uncertainty for many. 

The big question is - does it matter who is in the White House? No. Should you press the pause button NOW and...


Sep 11, 2020

What would you be willing to sacrifice in exchange for retiring ten years sooner than planned?  According to a new Finance-Buzz survey, a third (32%) of Americans would give up shopping for two years.  A fourth (26%) would agree to quarantine for an additional six months.  And 8% would even give up the family pet!  What...


Aug 28, 2020

When you leave a job, what should you do with your 401K? Do you leave it where it is? Cash it out? Roll it over to some kind of investment?

Believe it or not, there are a few options - really depends on where you are on your road to retirement and what you want to get out of it. You can do nothing, you can put it in a...