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Recent Posts

• Weekly Market Commentary January 17, 2022
• After 2 tumultuous years, here are 4 financial tips to learn (or re-learn) for 2022 January 12, 2022
• Weekly Market Commentary January 9, 2022
• An Overview of Annuities January 7, 2022
• HITTING THE RESET BUTTON FOR 2022 RMDS January 3, 2022
• December 2021 Market Review and Outlook January 1, 2022
• Weekly Market Commentary January 1, 2022
• As new Covid uncertainties loom, advisors say it’s ‘super important’ to revisit your financial plan for 2022 December 31, 2021
• BUILD BACK BETTER AND THE RULE OF 55: TODAY’S SLOTT REPORT MAILBAG December 30, 2021
• THE PRO-RATA RULE EXPLAINED – YOU ARE NOT GETTING DOUBLE TAXED December 29, 2021
• HAPPY NEW YEAR! December 29, 2021
• WHAT 2022 MAY MEAN FOR YOUR RETIREMENT ACCOUNTS December 27, 2021
• 5 IRA RULES FOR WHICH WE ARE THANKFUL IN 2021 December 24, 2021
• Weekly Market Commentary December 24, 2021
• HEALTH SAVINGS ACCOUNTS AND THE YEAR-OF-DEATH RMD: TODAY’S SLOTT REPORT MAILBAG December 23, 2021
• A LOOK BACK AT A “NORMAL” 2021 December 22, 2021
• Why Is Inflation Rising Right Now? December 22, 2021
• YEAR-END ESTIMATED TAX “LIFE HACK” December 20, 2021
• Weekly Market Commentary December 17, 2021
• CHANGING BENEFICIARIES AND THE 10-YEAR PAYOUT RULE: TODAY’S SLOTT REPORT MAILBAG December 16, 2021