New Rule from Department of Labor to Protect Millions of Americans’ Retirement Savings WASHINGTON—Today, AARP Executive Vice President and Chief Advocacy & Engagement Officer Nancy LeaMond issued the following statement in response to the Department of Labor’s (DOL) release of its final “Retirement Security Rule”: “AARP is pleased that all financial professionals who provide retirement … Read more
Are you optimistic about the stock market this year? Investor sentiment turned negative last week and the stock market sell-off has begun. Will the stock market decline next week? Nobody knows, but the valuation is high and we had a lot of negative news recently. I’m not optimistic. Inflation rose. Core CPI rose to 3.3% … Read more
Home » Podcasts » Retirement Planning Dialogue Series 3: EDU #2413 March 27, 2024 Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe: Check out the background of firms and investment professionals … Read more
Home » Podcasts » Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 March 23, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the … Read more
Are you ready for life to get more expensive? The January 2025 CPI report indicated inflation has ticked up. The year-over-year CPI is at 3%. That’s exactly what I chose when I took the consumer expectations survey last year. 3% inflation is not good because the Fed has been trying to reduce inflation to 2% … Read more
Home » Podcasts » Retirement Planning Dialogue Series 2: EDU #2412 March 20, 2024 Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment professionals … Read more
March 16, 2024 Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin … Read more