Pre-retirement planning is one of the most challenging stages of your financial journey. You’re still fully engaged in your career, but you’re also looking ahead to a not-distant future when your life and your source…
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Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for…
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The Federal Reserve vs. Inflation: Round One
Wednesday’s long-anticipated announcement by the Federal Reserve that the key Fed funds rate would increase by 25 basis points and the accompanying statement by Chairman Powell had the immediate impact of reassuring the markets. St….
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GMB Ep #121: How & Why Your Index Funds No Longer Hold Russian Stocks
Russia’s recent invasion of Ukraine and the economic sanctions that were imposed sent shockwaves through the global financial markets. As a result, the Russian Ruble plummeted to a record low, Russian stock markets were shattered,…
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Retirement is About Income … and Taxes
You’ve figured out your budget, your retirement nest egg is substantial, and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the…
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A Note on the Invasion of Ukraine
The news about the invasion of Ukraine is distressing on a humanitarian level and unsettling when thinking about the impact of increased volatility on investment portfolios. Added to already high inflation and the market’s uncertainty…
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GMB Ep #117: A Top Economist’s Take on Personal Finance With Dr. Laurence Kotlikoff
Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr….
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GMB Ep #114: Behavioral Economics With Professor John Howe
When confronted with significant decisions, our thoughts frequently stand in the way of rational decision-making. Today’s episode of Grow Money Business features John Howe, a finance professor at the University of Missouri. He is an…
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GMB Ep #112: Deferring Taxes Using 1031 Exchanges & Delaware Statutory Trusts with Jamie & Patrick Furlong
1031 Exchanges and Delaware statutory trusts are both nifty instruments for financial planning. In today’s episode, we explore more about the deferring taxes using 1031 Exchanges and Delaware statutory trusts with Jamie & Patrick Furlong….
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GMB Ep #107: Central Bank Digital Currency: Dangers & Possibilities With J Scott Christianson
Money has taken a lot of different forms over time, including gold & other metals in addition to fiat paper currencies. It’s arguable whether bitcoin and other decentralized currencies are the next version of money….
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