Blog

How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104

02/10/2020

How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to…

When fill I have Everything I Need to File My Taxes for 2019?

When Will I Have Everything I Need to File My Taxes for 2019?

02/03/2020

Grayson Blazek

As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…

How Do You Invest at All-Time High Prices? | 2020 Market Outlook, Ep #103

01/27/2020

Chad Smith and Mike Eklund

We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what…

Tips for Sticking With Your New Year’s Financial Goals and Resolutions

01/21/2020

Haley Modlin

It’s no secret that most of us don’t have the best track record of following through on New Year’s resolutions and goals. We aim high. We vow that this year…

How the SECURE Act Will Impact Your Retirement, Ep #102

01/13/2020

Chad Smith and Mike Eklund

The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you…

2020 Contribution Limits

01/06/2020

Angela Keeley-White

For 2020, quite a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…

What Happens When You Fail at Market Timing

01/01/2020

Guest Authors

It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best…

The 2010s: A Decade in Review

01/01/2020

Guest Authors

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through…

How Markets Work and the FAANG Mentality

01/01/2020

Guest Authors

Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of…

Solving the Social Security Tax Bubble Mystery, Ep# 101

12/30/2019

Will Holt and Chad Smith and Mike Eklund

Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can…

Blog

How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104

When Will I Have Everything I Need to File My Taxes for 2019?

How Do You Invest at All-Time High Prices? | 2020 Market Outlook, Ep #103

Tips for Sticking With Your New Year’s Financial Goals and Resolutions

How the SECURE Act Will Impact Your Retirement, Ep #102

2020 Contribution Limits

What Happens When You Fail at Market Timing

The 2010s: A Decade in Review

How Markets Work and the FAANG Mentality

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