Aug 31, 2020
You won’t believe the latest tax proposal in California. Some lawmakers want to tax the wealthy – even if they move out of state! Steve discusses why we may start hearing even more crazy tax proposals at the state and federal level. Also from the “What will they think of next?” files: a new “virtual” shirt...
Aug 24, 2020
A report from CNBC says wealthy Americans are making tax moves now, in anticipation of higher taxes after the November election. So should the rest of us also consider some tax moves? Steve discusses that, plus the possible impact the pandemic could have on our state and local taxes as well. Have questions about your...
Aug 17, 2020
This week, Steve explains why he’s decided to hold steady at 60 rather than celebrate another birthday! You might want to put a freeze on your age too when you hear the latest Fidelity estimates on what married couples will spend on health care in retirement. Plus, the interesting way that NFL rookie Joe Burrow is...
Aug 10, 2020
Confused about why the market continues to surge, while our economy slides? Steve offers some perspective this week on what’s propping the markets up. Have a question about your retirement or investment strategy? Drop us an e-mail at
Aug 3, 2020
Understanding risk versus reward is important for investors, especially in a volatile market. But do you really need to take the risk? Steve discusses why that question is so important for retirement savers. Plus, what should you do with your emergency savings when interest rates are super low? Have a question for