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Aug 23, 2023

The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in the Market Intel Segment,  then Shelley Grandidge joins...


Aug 22, 2023

Daily IQ Retirement Brief 8/22/23


Aug 22, 2023

Banks suddenly don’t love rich mortgage borrowers as much as they used o says the Wall Street Journal.  People with super-prime credit scores who are financing higher amounts, are paying interest rates roughly twice as high as two years ago on new-car loans and more than double on home mortgages. We’ve got the full...


Aug 21, 2023

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve...


Aug 21, 2023

Daily IQ Retirement Brief 8/21/23