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Retirement Planning Insights:

2020

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2020

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

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