sunnychicka/Getty Images sunnychicka/Getty Images hide caption toggle caption sunnychicka/Getty Images sunnychicka/Getty Images sunnychicka/Getty Images 2024 is over (phew!). We had weird consumer sentiment vibes, Bitcoin went to the moon, and the economy might have achieved a soft landing. And that’s just a few 2024 indicators! As we enter 2025, what indicators should we keep an … Read more
By Savyata Mishra and Juveria Tabassum (Reuters) -The Nordstrom family teamed up with Mexican retailer Liverpool to clinch a $4 billion deal to take iconic department store chain Nordstrom private, six years after a similar attempt fell short. Nordstrom and rivals such as Macy’s have become enticing takeover targets in recent years as sales have … Read more
Home » Podcasts » Section 204 Of Secure Act 2.0: EDU #2404 January 24, 2024 Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. Podcast: Play in new window | Download (Duration: … Read more
BMO Alto and Synchrony Bank are both popular online banks known for their no-fee models and competitive interest rates. So, is one better than the other? Let’s take a closer look at how BMO Alto and Synchrony’s banking products compare so you can decide if one is the right fit for your needs. This embedded … Read more
Hey everyone! I got sick last week, but life is too busy to stay down for long. The tenant at our rental condo chose not to renew the lease and moved out. Now, I’m busy prepping the condo for sale. We owned this condo since 2011. It has been a good rental, but I no … Read more
En español | WASHINGTON–AARP CEO Jo Ann Jenkins issued the following statement in response to President Biden’s State of the Union speech this evening: “AARP has been crystal clear with Congress and the President: Americans should be able to trust that our leaders will safeguard their hard-earned Social Security and Medicare benefits they have contributed to … Read more
Home » Podcasts » Kicking Off Annuity Awareness Month: EDU #2423 June 5, 2024 Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. Podcast: Play in new window | Download (45.2MB) Subscribe: Check out the background of firms and investment professionals on … Read more