April 2023 Review -
March 2023 Review -Taxes - FOMC Pickle
February 2023 Personal Tax Return Advanced Analysis Good News Bad
January 2023 Roth Donation, Homestead, Contra Rally Reminders
- Audio, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video
December 2022 Review, Secure Act 2.0 and Rates,
- Audio, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video
November 2022 Review, RMD, and Rates,
- Audio, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video
October 2022 Review, Fast Rates, DMA,, New Retirement Maximums
September 2022 Review, Fast Rates, DMA, Watch the Narratives
- Audio, Economy, FOMC, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Reminder, Retirement Planning, Video
August 2022 Review -DMA Here we come, 401k , Bloated Inventory, Contra Bounce, Be Careful Out There
- Audio, Back to Basics, Clients/Clients Only, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video
July 2022 Review - Tax Planning -Legacy Health Options - Recession - Pickle