2022
In this issue:
- Q and A edition podcast and go karts
- Tips for retiring alone
- The value of retirement planning
In this issue:
- Facebook milestone and dividend investing
- The 2022 Social Security Trustees Report
- Getting to know MAGI
In this issue:
- Austin and Chicago
- Is the 4% Rule dead?
- What to do in bad markets
In this issue:
- Recent and upcoming client visits
- Changes to RMD rules on inherited accounts?
- Investing in I Bonds
In this issue:
- My recent podcast appearances
- Misconceptions about bonds
- Alternatives to bonds
In this issue:
- Next steps for Tenon Financial
- Managing investments for inflation
- Mutual fund capital gain distributions
In this issue:
- Tax return checklist and a new podcast
- The four phases of retirement
- Beware the "pro rata" rule with Roth conversions
In this issue:
- Happy New Year!
- How to retire in 2022
- Social Security survivor benefits
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