Sep 23, 2021

When the U.S. Congress passed the Revenue Act of 1978, it  resulted in the first 401(k) plan, which took the costly burden of financing retirement pensions off of the backs of employers and onto the backs of employees. At one time, over 80 percent of workers retired with a pension. Today less than 18 percent of American...

Sep 22, 2021

One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next...

Sep 21, 2021

Retirement is supposed to be easy.  This is the time in your life when you want to start relaxing and enjoying your life. You've put in your time…you want to reap the rewards. Twenty years ago, the secret to retirement was to move half of your  money to bonds paying five to seven percent…. You got the SAFETY you...

Sep 20, 2021

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at...

Sep 17, 2021

In investing, knowledge is power. To paraphrase Benjamin Graham's investment advice--Warren Buffett’s mentor--you should strive to know WHAT you are doing and WHY. If you don't understand the game, he said, don't play it...and Stay away until you do. Being honest, most of us would say we DON’T actually understand...