Americans have been falling behind on retirement planning for some time now, and the past two years have only increased the difficulty to save money and grow a nest egg. This recent trend emphasizes the importance of proper planning, and we want to share some of the...
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146. Are Bonds a Good Investment During a Recession?
If you go back to October of 2022, youโll find the worst 12-month period ever for bonds. With the pressure on the economy, bonds struggled right alongside many other investments. The last year showed us many investors move to bonds during periods of volatility, and...
145. Planning Your First Required Minimum Distribution
For the vast majority of retirees, there will come a time when the IRS comes calling and youโre required to start taking money out of qualified retirement accounts. These required minimum distributions (RMDs) are a great planning opportunity and a chance to have some...