Paul Deer, CFP®
What are the Best States to Retire In?
Congrats! Your kids are out of the house, your mortgage is paid off, and you’re ready to retire. So now the question is: where should you retire? Stressing about taxes? Download Your FREE Guide: “5 Tax Hacks for Investors” Does it Make Financial...
Weekly Market Digest: Debt-to-GDP Ratio Nears All-Time High
Tesla, Apple, Amazon, and Facebook announced strong earnings this week while the Fed announced no changes to the Fed-Funds rate. By keeping the Fed-Funds rate as is, the Fed indicated that the US economy is doing well in some areas, but not well enough for...
Weekly Market Digest: Calculation of FICO Credit Scores Will Change
The Impeachment trial commenced within the Senate this week – as a reminder, the Senate, which is Republican controlled, needs a 2/3rds majority to convict the President. While a sudden change in leadership would likely impact the markets, no outcome is...
When Can You Withdraw From Your 401k Or IRA Penalty Free?
If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of...
Weekly Market Digest: What You Need to Know About the SECURE Act
US Markets pushed towards a strong finish to 2019 this week, with only 2 more business days left in the year. Gold had a good week as well, while bond yields fell. On Friday December 20th, the SECURE Act was signed into law, marking the second major tax...
Weekly Market Digest: Social Platforms and Political Advertising Are in the Spotlight
U.S. Markets declined modestly this week along with bond yields during a relatively quiet week of trading. Impeachment inquires continued throughout the week and the back and forth between the US and China on trade negotiations continued. A missed deadline...
Could You Benefit from Making Qualified Charitable Distributions?
As 2019 comes to an end and the holidays are fast approaching, I’m sure a lot of you are starting to think about not only your finances (and the impending holiday shopping!) but also more broadly about what’s been meaningful to you this year and...
Weekly Market Digest: What Does a Decline in Durable Goods Demand Mean for the Economy?
This week, the U.S. partially backtracked on removing a military presence from Syria, Britain’s Prime Minister pushed for extensions to the Brexit deadline in addition to a snap vote in December, and mixed earnings reports from US companies were released....
Weekly Market Digest: A CFP®’s Take on the Potential Purdue Pharma Settlement
This week markets continued their volatility on the back of increasing tensions between the US and China, with additional tariffs going into effect the day before Labor Day. Despite continued volatility, equity markets clawed back some gains from last week’s...
