A New Administration Gets Down to Business January Recap and February Outlook A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devasting wildfires. The new administration got underway with a lot of sound and fury, particularly around …
https://youtu.be/T_FUJSZANM8 Summary In this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement. He emphasizes a holistic approach to retirement planning that includes financial, health, and emotional aspects. Struthers highlights specific risks such as longevity, inflation, and investment risks, and provides insights on how to navigate these challenges effectively. …
https://youtu.be/4mI4swhfj8o Summary In this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding inflation and its impact on retirees. He explores the compounding effects of inflation on purchasing power, particularly for those on fixed incomes, and offers strategies to mitigate these effects. Struthers highlights the significance of maintaining health …
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss, and others meet their fates over the course of two days.” James Holzhauer’s question: “What is Snatch?” Correct question: “What is Pulp Fiction?” Living in Minnesota, I don’t often read the Chicago Tribune, but the …
I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex. Read More »
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It is a fantastic option for parents looking to invest and save for college. Money goes in post-tax and if used for qualified higher education expenses, comes out tax-free. It is like an education version of a Roth IRA. …
3 529 Plans For 3 Types of Minnesotan Nice Parents Read More »
Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be influenced by the approach their parents took, or the approach their culture takes. On the one end we have the parents that participate little in the child’s college funding. And on the other end we …
As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s school, the thoughts continued as to the validity of pulling my son from school early for the Final Four activities downtown. The receptionist helped me with my mental gymnastics, justifying my predetermined decision… he gets good grades, experiences …
Overconfidence, The Final Four, & The CFA Wealth Management Conference Read More »
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not only has the responsibility for saving but also to make sure the assets grow enough to meet an income-funding goal, they are responsible for ongoing investment management too. Efforts from employers, plan providers, and investment management companies have …
