October 19, 2024
Understanding Inherited IRA Rules Starting in 2025
The IRS’s recently updated rules for inherited IRAs are set to take effect on January 1, 2025, clarifying requirements on
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October 14, 2024
How to Get (Mentally) Ready to Retire
We often discuss preparation tactics for retirement. We include information on ways to prepare financially and even ways to ensure you’re creating a generous amount of support for your heirs after your passing.
Read MoreOctober 14, 2024
Simple Ways to Save More—Without Feeling Deprived
Want to keep more money in your pocket, save wisely, and still enjoy life? You don’t have to live like you’re on a strict budget to make meaningful progress. With a few small tweaks, you can spend smarter, reduce unnecessary costs, and build long-term financial stability. Here are practical ways to cut back and save more—without pinching every penny.
Read MoreOctober 13, 2024
The Yield Curve and Your Investments
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve
Read MoreSeptember 25, 2024
Planning for Diminished Financial Capacity
Diminished financial capacity refers to a decline in a person’s ability to manage money and financial assets effectively, including the
Read MoreSeptember 20, 2024
Fed Rate Cut, Now What?
On September 18, 2024, the Federal Reserve cut interest rates by 50 basis points, marking the first such move since
Read MoreSeptember 10, 2024
What You Should Know About Social Security Disability Benefits
Like most people, you probably don’t expect to become disabled. However, one in four 20-year-olds will become disabled before they retire.
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September 3, 2024
Compound Interest: The Most Important Financial Concept Ever
Many people learn about finances through experience. Gradually, they’re introduced to new concepts and milestone information they need to grow. Like what type of savings account would suit them best or which bank they should even go to in the first place.
Read MoreAugust 26, 2024
Video: Strategies for Uncertain Times – The Volatility Roller Coaster
STEPHEN: Hello, everyone! Welcome back to another episode of the Smart Money Show. I’m Stephen Rischall, your host, and joining
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