If you’re like me, you’ve been suffering a bit of information overload lately, so I’m keeping the reading time intentionally brief this week.
Hard as it might be to fathom, we are now heading into the final seven weeks of 2024. There are several things you’ll likely want to be thinking about – and doing – between now and the end of December, and we’ll be making you aware of a few each week.
Lastly, whether you are celebrating or mourning last week’s elections, whether you’re feeling glee or despair, confidence or fear about what might lie ahead – just know that It’s all going to be okay in the long run. Resist the temptation to overreact.
This might be a good time of year for converting traditional IRA assets to Roth – but if you wait too long, your custodian might not be able to help. (Reading time: 2 minutes)
Thanks to inflation, you’ll be allowed to save more in some employer retirement plans next year. Here are all the updated numbers. (Reading time: 2 minutes)
Years of government overspending have pushed the nation’s debt – and it’s getting more and more expensive just to pay the interest on it. (Reading time: 3 minutes)
This popular asset allocation once written off by critics has made money in every 10-year period since 1926 – including double-digit gains in the most recent decade. (Reading time: 2 minutes)
You’ll likely face several bear markets in retirement – and when you experience them can make a huge difference. (Reading time: 3 minutes)
A recent Bankrate analysis says Missouri is the fifth-best state to retire to. So why aren’t people moving here? (Reading time: 2 minutes)
Our firm put together this handy infographic to help you quickly understand the basics of Medicare. (Reading time: 2 minutes)
To get the biggest bang from your generosity – set some goals, make a plan, and explore the charitable-giving vehicles available to you. (Reading time: 4 minutes)
Make a list and scout for deals – but wait until prices drop before making big gift purchases this year. (Reading time: 4 minutes)
Words to the Wise
“Democracy must be something more than two wolves and a sheep voting on what to have for dinner.”
– James Bovard
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