Down the Middle
Coronavirus: The Market Impact and Planning Opportunities
…you have an inherited IRA, required minimum distributions are not required in 2020. And so for a lot of people who are trying to preserve the value of their retirement…
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Down the Middle
Inflation: Still Heating Up
…fees. There’s a lot of considerations that go into this. Should I leave my old 401(k)s and go to an IRA? But just don’t orphan your old 401(k)s because you…
Rethink Your Money
Decoding the Market’s Response to News Events
…largest companies around the world that are producing goods and services simultaneously go bankrupt, the least of any of our concerns is the value of our IRA. It’s like at…
Rethink Your Money
4 Tips to Secure Your Financial Future Before the Next Market Downturn
…local market, if I can believe Zillow. Planning to retire this calendar year. IRA and 401k balance is greater than $800,000, about 60% in stocks so it jumps around a…
Down the Middle
Don’t Delay!
…a very frequent question I get from people when they’re 72, and they have to take money from their IRA is, “How do I not take money from this? How…
Rethink Your Money
How to Know if You Have the Right Financial Plan
When it comes to your wealth, it’s not just about having a plan, but having the right plan. This week, John outlines the questions you should ask to make sure…
Rethink Your Money
Why We’ll Be Financially Okay Regardless of the Party in Power
…review them. The tax implication of cash versus retirement account assets is that withdrawals from employer-sponsored plans, such as a 401(k) or maybe it’s been rolled into an IRA, is…
Rethink Your Money
8 Actions to Take for a Financially Savvy 2023
With the markets still fluctuating and inflation still high, John outlines eight steps you can take for a financially savvy 2023. He’s also joined by fellow Creative Planning Wealth Manager…
Down the Middle
Could the Dollar’s Reserve Currency Status Be in Jeopardy?
…reserve currency. If you’re the reserve currency and you get mad at Iran, you can cut them off from the international system. If you get mad at Russia, you can…
