Tag: retirement
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 …
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 …
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 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 …
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: 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 …