Sequence of returns risk and your retirement
Sequence of returns risk, also known as "order risk" or "timing risk," is a type of risk that occurs in the context of retirement...
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Josh Rigden
- Dec 20, 2022
- 2 min
10 things to consider before year end
Here are ten things that you might consider doing before the end of the year to ensure that you are well-prepared for tax season and have...
Josh Rigden
- Dec 20, 2022
- 4 min
Five benefits of a ILIT
An irrevocable life insurance trust (ILIT) is a trust that is created to hold a life insurance policy and manage the proceeds of the...
Josh Rigden
- Nov 3, 2022
- 1 min
The science behind money and emotion
How to make better financial decisions Have you ever gotten emotional about money? Even the most successful, rational investors sometimes...
Josh Rigden
- Nov 3, 2022
- 1 min
2023 Key Numbers
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Josh Rigden
- Oct 31, 2022
- 1 min
18 States With Death Taxes
Most people shouldn't be afraid of federal "death taxes." For 2022, only estates worth $12.06 million or more ($24.12 million or more for...
Josh Rigden
- Oct 27, 2022
- 0 min
Josh Rigden
- Oct 13, 2022
- 1 min
Cost-of-Living Adjustment (COLA) Information for 2023
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7 percent in 2023....
Josh Rigden
- Oct 4, 2022
- 0 min
Josh Rigden
- Aug 24, 2022
- 1 min
Federal Student Loans Extension!
The Federal government today announced the long-awaited loan forgiveness decision. Most borrowers will have $10,000 forgiven earning less...
Josh Rigden
- Mar 8, 2022
- 2 min
IRS INCREASES CONTRIBUTION LIMITS FOR NEXT YEAR
Highlights of Changes for 2022 The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in...
Jack Walker
- Oct 14, 2021
- 3 min
October is National Financial Planning Month
Tips to help you find your financial planner and financial planning firm The financial planner and financial planning firm you pick to...
Josh Rigden
- Aug 19, 2021
- 3 min
Your Financial Planner’s Field of Dreams – Part I
“Field of Dreams” is a 1989 baseball movie inspired by W.P. Kinsella’s 1982 novel “Shoeless Joe.” Starring Kevin Costner, James Earl...
Josh Rigden
- Aug 12, 2021
- 3 min
Summer is a Fantastic Season to Find a Planner
You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your...
Josh Rigden
- Jul 29, 2021
- 3 min
How Long Before the Fed Changes Its Course?
Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on...
Josh Rigden
- Jul 8, 2021
- 2 min
What’s the charitable deduction? An economist explains
The charitable deduction is a dollar-for-dollar reduction in taxable income that lowers what someone owes the Internal Revenue Service....
Josh Rigden
- Jul 1, 2021
- 3 min
Inflation Varies According to Your Age & Spending
What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation...
Josh Rigden
- Jun 29, 2021
- 3 min
Assessing Portfolio Risk
Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...
Josh Rigden
- Jun 17, 2021
- 4 min
Is Your New House a Fantastic Investment?
Housing is rarely the best use of your money from an investment viewpoint Despite continued low mortgage rates and tales of bidding wars,...
Josh Rigden
- Jun 10, 2021
- 3 min
President Biden’s Proposals and Your Healthcare
Will the proposed policies of the Biden Administration have a negative or positive impact on your healthcare? A prevailing view – by...
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