Leibel on FIRE

Today, we're unraveling the complex world of interest rates and their potential impact on your investment strategy. With the Fed's movements under a microscope, investors are on the edge of their sea…

Ah, the great tax scramble of 2023! You might think the clock's run out on trimming that tax bill, but guess what? There's still time for a financial Hail Mary, thanks to some clever moves and, of co…

As we peer into the financial horizon, the looming sunset of the Tax Cut and Jobs Act (TCJA) in 2026 presents a pivotal moment for taxpayers across the United States. This legislation, a hallmark of …

Navigating Market Volatility in an Election Year

As the election looms on the horizon and market volatility hits unprecedented levels, many of us standing at the cusp of retirement or already embraci…

Have you heard about these bank CDs offering a whopping 10% return? Sounds like a financial unicorn, right? Well, grab a seat, and let's chat about this.

Today, we're diving into the world of banking…

The Ripple Effects of War on Your Wallet

War, as distant as it may seem, has a way of sneaking into our everyday lives, especially when it comes to financial security. We all cherish that comforting …

The Crucial Question: Early or Delayed Social Security Filing?

Hey there! Today, let's unravel another critical puzzle about Social Security. Should you file early or delay your benefits? It's a deci…

A Time-Tested Strategy with a Twist

Hey there, friends! Today, let's chat about something that's been a bit of a Holy Grail in retirement investing – the famous 60/40 portfolio. Now, this isn't your …

Welcome to another dive into the complex world of retirement planning! Today, we're unraveling the "killer" Roth conversion strategy and its interplay with Required Minimum Distributions (RMDs). Stra…

Hey there, folks! Today, we're diving into one of those fun government acronyms – IRMAA. No, it's not a new character in a sitcom, but something from the Social Security Administration related to Med…

Welcome back to our journey through the intricate world of Roth conversions. Last week, we unpacked the basics – figuring out if a Roth conversion makes sense for you. Today, we're rolling up our sle…

Autumn brings more than just turnkeys and pumpkins – it's also a prime season for Roth conversions and other End of The Year Tax Moves. For many tax-saving moves, Congress requires they be completed …

One of our long time readers submitted a great question..."How do you differentiate between gambling and investing?" I love this question for some many reasons...it really gets to the heart of invest…

Communication is key. It is key to a good marriage, it is the key to a good work-life balance. It can even be said that communication is one of the essential skills in life.

Today, we are going to ta…

In the world of finance, we often talk about various kinds of risks: market risk, credit risk, operational risk, and so forth. However, today I'd like to take a moment to discuss a risk that's less s…

Me and my wife have a deal...she gets to die first. Or at least that's her deal. See, my wife doesn't know what she would do without me...(or with me on some days :) I guess that is one of the disadv…

If you've been hearing that you should get a trust, or you've been wondering what the heck they are...let's dive in to it. Awhile back, I had a client, let's call him Joe. Joe was a hard-working guy …

Are you feeling a bit lost amidst all the recent market news? Don't worry, you're not alone. The markets have been quite volatile lately, causing some alarm and confusion. But fear not, because today…

Hey folks, remember when we last chatted about real estate a few episodes ago? I know, I know, taxes weren’t on the agenda then, but let’s delve into it now. Trust me, even some seasoned advisors see…

Navigating the tax world feels a lot like solving a crazy complex maze. But get this, wrapping your head around tax strategies is a must if you want a top-notch retirement.

Alright, we all know it's …