Big Changes to Required Minimum Distributions

Big Changes To Required Minimum Distributions A new law that passed at the end of 2019 will bring big changes to our retirement savings. This includes changes to required minimum distributions. We’ll talk about what’s different right after this. Watch: Big Changes to Required Minimum Distributions https://youtu.be/fVGdb2Y9ht0 Please be sure to subscribe to our YouTube […]

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Do You Need A Million Dollars To Retire?

Do You Need A Million Dollars to Retire?

For some reason, people are fixated on this big round number. Some people will need at least that much if not more. Others will be able to make it work with less—sometimes much less.
We’ll talk about the factors which determine the answer to the “how much” question. And we’ll give you a brief example of how much income a $1,000,000 nest egg can provide.

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An Ice Cold COLA

The Social Security cost of living adjustment, or COLA, is designed to help retirees combat inflation.  The SSA recently announced the improvement for 2020.  Spoiler alert:  This is an ice cold COLA. Video: An Ice Cold COLA Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You […]

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When Planning for Retirement, Where Do You Start?

When preparing for retirement, where do you start?  That is a question submitted by Tony.  Today, on Monday Morning Money we’ll answer it. Video: Answering A Reader Question, Where Do You Start? Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every […]

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People are Living Longer

People are living longer. This creates bigger challenges for your nest egg.   Video: People are Living Longer Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every Monday.  In addition, you can also hear this episode on our YouTube Channel.  Please […]

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Earnings Matter

On any given day, a headline—or even a tweet—can move the stock market. And sometimes those moves are extreme. But what really drives stock prices over the long-term?  Spoiler alert: Earnings matter. In this episode we discuss: Do Presidential tweets move the market? There is a lot of noise, but over time, profits drive the […]

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Why Do People Run Out of Money During Retirement?

Nearly Half of Americans say running out of money is their primary concern.  So, why do people run out of money during retirement?   In this episode we will discuss: There is almost never just one singular reason, it is a combination of factors. A major stock market decline is one factor, but it takes more […]

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A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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Fixing Social Security

The Social Security Trust Fund is projected to run out of money by 2035.  It means fixing Social Security is now a hot topic.  We’ll share two proposed ideas on this episode of Monday Morning Money. Video: Fixing Social Security Plan for A Better Retirement We created Monday Morning Money with one goal in mind—give […]

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