February 2023 Chevron Segment Rate Summary
The segment rates are up, but so is the Chevron lump sum for May. Find out why.
The Backdoor Roth Conversions: Strategies to Consider
Mar 14, 2023
The Backdoor Roth Conversions: Strategies to Consider
It’s no secret that Roth IRA dollars can be incredibly powerful in retirement. However, there are a number of nuances to keep in mind if you’re a high earner who is looking to take advantage of the loophole known as “The Backdoor Roth.”
The Problems With Monte Carlo: Why Simulations May Not Predict Your Success in Retirement
Feb 28, 2023
The Problems With Monte Carlo: Why Simulations May Not Predict Your Success in Retirement
Monte Carlo simulations are commonly used to predict retirement success by modeling many possible outcomes of a retirement plan. One drawback to this method is that the simulations are not always reliable, since they are based on certain assumptions that may not hold true in the real world.
January 2023 Chevron Segment Rate Summary
Feb 24, 2023
January 2023 Chevron Segment Rate Summary
The lump sum is up for April. Read more to find out what this means for future lump sums as well.
Living Upstream: The Systems That Make Our Lives Work
Feb 23, 2023
Living Upstream: The Systems That Make Our Lives Work
Discover the impact of upstream systems on our health, wealth, and life satisfaction.
It’s Tax Time Again: A List of Tax Forms You May Be Receiving - and Why
Feb 14, 2023
It’s Tax Time Again: A List of Tax Forms You May Be Receiving - and Why
It’s that time of the year again. Uncle Sam has come to check up on our salaries, investments, and other income-producing entities to ensure we’re paying what’s mandated. Here’s a list of the most commonly used tax forms you may be receiving this year whether you’re working for an employer, investing in the stock market or own a business.
A Different Way of Looking at Social Security
Jan 24, 2023
A Different Way of Looking at Social Security
Many Financial Advisors and other professionals in the money management space seem to have settled on the question of when to claim Social Security benefits: Later is always better, and if one can wait until age 70, this is best. From a purely mathematical perspective, it is difficult to argue with this conclusion. I do find this analysis incomplete, however. Not all dollars are created equal.
December 2022 Chevron Segment Rate Summary
Jan 19, 2023
December 2022 Chevron Segment Rate Summary
Will the Chevron lump sum finally see an increase in March?
Why Has the Federal Reserve Been in the Spotlight in the Last Year?
Jan 17, 2023
Why Has the Federal Reserve Been in the Spotlight in the Last Year?
Since the beginning of 2022, the Federal Reserve, currently headed by Jerome Powell, has been front and center as it works to stamp out inflation. . To understand why the Fed has been such an important entity as of late, let’s step back and understand the background of The Federal Reserve.
