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Oct 8, 2021

Kiplinger says drawing from the right account at the right time can make a huge difference in the amount of taxes you owe over the course of your retirement. 

Then, what’s the most important thing you need to know about self-planning for retirement? Patrick Kelly, the author of “Stress Free Retirement,” says...


Sep 24, 2021

If you knew that you could cheat on your taxes without getting caught, would you do it?  Believe it or not, 94% of the people in a recent survey say it’s our civic duty – as Americans – to pay our fair share of taxes.  So, I guess the bigger question is – what constitutes “fair share”?  Hear John explain how...


Sep 10, 2021

John tells story of helping couple who are tired of working and ready to retire, Poor planning can sabotage your retirement … including your healthcare.  For example, Market Watch warns that decisions you make around age 63 will determine how much you have to pay for your Medicare Part B premiums.  Hear John explain...


Aug 27, 2021

When the market is doing well – like now – do you tend to get a little complacent?  An NYU finance professor told Business Insider that investors have become “sloppy and lazy.”  He said people think that making money is easy … and he warned that the markets have a way of “fixing” that kind of thinking...


Aug 13, 2021

We hear a lot about the benefits of a Roth IRA.  But a writer for The Motley Fool says she doesn’t want a Roth because…

  1. She’s not convinced her tax rate will be higher in retirement.  And,
  2. She doesn’t want to be tempted to withdraw money before she actually retires.

What do you think of her reasoning?, One of...