Jan 28, 2022

The so-called “4% Rule” for annual retirement withdrawals has been around since the mid-1990s.  But Morningstar’s Christine Benz believes that number has been misunderstood.  With inflation rearing its ugly head, Benz now feels the safe withdrawal rate should be 3.3%.  Should retirees who are taking out...

Jan 14, 2022

David Lee Roth front man of Van Halen is hanging it up.  David Lee Roth made the announcement recently in a phone call to the Las Vegas Review-Journal.  It comes just short of one year after bandmate Eddie Van Halen died of cancer. Roth says he’ll play his final five shows in Vegas beginning New Year’s...

Jan 7, 2022

I read a story in Market Watch about a guy who worked at a bank for 38 years.  He helped people with their investments.  His wife is even a financial advisor.  Yet the name of the article is “I failed at retirement:  how to avoid my mistakes.”  Steve talks about what he says to people who say they can't afford...