Patti and I are off to Europe for a couple of weeks. We are taking this trip with friends; we generally just travel by ourselves, but I’m sure this will be fun. We stay in three places all within two hours or less from each

I generally think of STOCKS ONLY for holding periods longer than seven years if I were in the Save and Invest phase of life. The conventional advice might be 60% stocks and 40% bonds. A popular Target Date fund for 2030 (VTHRX) –

The inflation report issued Wednesday showed a third month of low inflation. Core inflation for the last three months is at an annual rate of 1.6%. These are the lowest three months in more than four years, before the start of sharp monthly increases in

I complete my first draft of my tax plan for 2024 this time of year. This post provides a spreadsheet for your tax plan. You want an estimate of your 2024 tax return for three reasons:

1) You want to know how much taxes

Nope, not in the long run. If are on Medicare and have a relatively large traditional IRA, you are going to get closer and closer to income that results in your crossing a tripwire for a Medicare premium surcharge. IRMAA surcharges cost single filers ~$1,000