You’ve made it this far in the RMD Series. And you’re tired of my telling you to just not worry about RMDs. That’s fair. There are legitimate concerns that one might want to plan to avoid. Tax brackets could go…
Props to Ed Slott, Jeffrey Levine, and Bob Carlson. They sure do get the word out to the public with their RMD analysis. And, I’ll just say it, scare tactics. Witness the blitz of books, blogs, and podcasts about the…
I attended a Red Rocks concert a few years ago where the artist, after doing an excellent cover of a Tom Petty song, declared to the crowd, “As they say in Hollywood, if it’s worth doing once, it’s worth doing…
If you’ve ever met with a financial advisor, you’ve probably heard something like, “Your plan has an 85% chance of success.” That sounds pretty reassuring—but what does it actually mean? The answer usually comes from a Monte Carlo simulation. Monte…
With back-to-school season in full swing, I bet you are thinking, “Wow, I don’t miss those days of studying and tests.” Not so fast! In honor of Fall, I present to you a quiz on your financial progress over the…
Here is a short list of fraught, nearly unanswerable questions a financial advisor gets at a dinner party: Is $ 1 million enough for me to retire? Will Social Security be there for me? How much will I spend on…
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