Skip to content

Tag: retirement

Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts …

A Cautionary Tale: Baby Boomers Want a Do-Over

A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health …

die young late

The Changing Longevity Landscape

Living beyond age 100 may become commonplace. Now, before I go down this rabbit hole, a disclaimer: Extending lifespan beyond …

The Federal Reserve’s Toolkit + Market Hangover

The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution …

TAX

 Federal Tax Proposal – A Summary

The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not …

S&P 500 marks 100% gain since March 2020

S&P Gains 100% from March 2020 Low: Now what?

After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever …

Inflation

Should I Be Worried About Inflation?

The topic of inflation is getting lots of attention these days. Inflation, for starters, is defined as the decline in …

Estimating Returns: Hope for the Best, Plan for the Worst

Between 1926-2020, the US stock market return was basically 10% per year. While it’d be great to bank on 10% …

Minimalism: Financially prudent, environmentally responsible… the shortest route to happiness?

What could eschewing the non-essential mean for your life? A quicker path to financial freedom? A reduced environmental footprint? More …

Lessons from 2020

Lessons from 2020 2020 will be a year we will never forget. From a global pandemic and civil unrest, to …

The SECURE Act

The SECURE Act: What you need to know

Written by: Dennis McNamara Congress just passed a year-end bill known as the SECURE Act (i.e. Setting Every Community Up …