In this issue:

• Holiday season 2020
• The pandemic's impacts on retirement planning
• Year-end tax planning

In this issue:

• Happy 1st Anniversary
• Possible IRA and retirement plan changes
• Medicare premium surcharges

In this issue:

• Hello TERP
• Biden's tax proposals
• Exceptions to the 10% IRA early withdrawal penalty

In this issue:

• Dinner with seagulls
• Asset-based fee models are lazy and flawed
• How advisors are paid

In this issue:

• Sharks and a podcast
• Preparing for an (unexpected) early retirement
• Mutual funds vs ETFs

In this issue:

• Woodworking and a podcast
• Social Security widow(er) underpayments
• Widow(er) tax penalty

In this issue:

• Outdoors and social media
• COVID-19 and Social Security
• Health insurance before Medicare

In this issue:

• Facebook and YouTube
• Retirement planning podcasts
• After-tax vs Roth 401(k)

In this issue:

• Coronavirus pandemic
• Pandemic news quotes
• Estate planning overview

In this special edition CARES Act issue:

• A summary of the important things to know about the CARES Act's provisions that are most likely to impact individuals

In this special edition COVID-19 issue:

• My thoughts and views on COVID-19's impacts on retirement planning and investment portfolios.  Also includes a detailed analysis of the financial planning and investing lessons and opportunities arising from pandemic

In this issue:

• Tax returns
• Mind the gap
• Social Security's future

In this issue:

• Tax returns
• How advisers can add value
• The 3 stages of retirement

In this issue:

• Happy New Year!
• The SECURE Act
• Annuities explained