Monday Morning Money
3 Unpleasant Surprises That Impact your Retirement

3 Unpleasant Surprises That Impact your Retirement

January 19, 2020

Today, we are talking about 3 unpleasant surprises that could impact your retirement. 

  • Higher Medicare Premiums
  • Unplanned expenses
  • Higher income taxes

Click to watch or listen, or keep reading below.

To learn more, visit: https://flemingwatson.com/3-unpleasant-surprises/

 

The SECURE Act for the Rest of Us

The SECURE Act for the Rest of Us

January 13, 2020

For those of us who don't have to worry about required minimum distributions for a few decades, there are some new things in the SECURE act for the rest of us. Those include:

  • better access to retirement plans,
  • new provisions for penalty-free withdrawals from your Retirement Accounts
  • and a tweak to 529 plans

We'll go into some of those things on this week's episode of Monday Morning Money.

For more information visit:https://flemingwatson.com/the-secure-act-for-the-rest-of-us/

 

Changes to Required Minimum Distributions

Changes to Required Minimum Distributions

January 5, 2020

A new law that passed at the end of 2019 will bring big changes to our retirement savings. This includes changes to required minimum distributions. It also brings an end to the "Stretch IRA." We'll talk about what's different right after this.

For more information, visit: https://flemingwatson.com/big-changes-to-required-minimum-distributions/

What Happens to the Stock Market in Election Years

What Happens to the Stock Market in Election Years

December 30, 2019

In case you hadn’t heard, 2020 is a big election year. In fact, it is maybe one of the most polarized and heated presidential elections in quite some time— and we don’t even know who’s running yet. It will likely have an impact on the investment world too.

What happens to the stock market in election years? We’ll take a look back at election years since 1948 and see if that offers any insight into what we could expect in 2020.

To view on our webpage and see the chart we reference, visit: https://flemingwatson.com/what-happens-to-the-stock-market-in-election-years/

Were the predictions right?

Were the predictions right?

December 23, 2019

Late last year, we had two posts that pointed to what might be possible for 2019.  Were the predictions right? Did the data point us in the right direction?  We'll talk about that on this week's episode of Monday Morning Money.

To view this post on our website with the included graphics, please visit:  https://flemingwatson.com/were-the-predictions-right/

To watch the videos from 2018 visit:

https://flemingwatson.com/happens-next/

https://flemingwatson.com/checking-our-crystal-ball/

The Financial Planner’s 2019 Holiday Gift Guide

The Financial Planner’s 2019 Holiday Gift Guide

December 16, 2019

What do you get the young adult child who already has everything?  How many gift cards do you really want to buy? Socks?  Really?  Fear not! We have created the Financial Planner's 2019 Holiday Gift Guide.  And it is sure to be a big hit.   

To learn more and download the 2019 Gift Guide, visit: https://flemingwatson.com/2019-holiday-gift-guide/

Earning Compound Interest

Earning Compound Interest

December 9, 2019

Earning compound interest can make you money—potentially a lot of money.  We'll show you a couple of examples of how you can benefit from compounded returns.  We also share the most important elements: the return you earn and time. 

This is part 2 of our Compound Interest Series.  Part 1 can be found here.

To see the charts we use to help illustrate how you can benefit from compounded returns, visit here:  https://flemingwatson.com/earning-compound-interest/

 

Paying Compound Interest

Paying Compound Interest

December 2, 2019

8th wonder of the world

On today's show, we talk about paying compound interest.  We'll discuss:

  • The impact of time
  • The impact of the interest rate

Be sure to visit our website for the charts which illustrate what we discuss.  The link is:  https://flemingwatson.com/paying-compound-interest/

Year End Tax Tips for 2019

Year End Tax Tips for 2019

November 25, 2019

Only 5 weeks remain this year.  Today we offer some year end tax tips for 2019.  On this show we talk about:

  • Loss harvesting
  • Qualified Charitable Distributions
  • And Capital Gains Distributions from Mutual Funds.

To learn More, please visit: https://flemingwatson.com/year-end-tax-tips-for-2019/

Is Gold A Good Investment?

Is Gold A Good Investment?

November 17, 2019

Is gold a good investment?  We answer a listener's question about the shiny metal.  We will discuss:

  • Where gold really shines
  • Some potential costs
  • And things to consider when deciding if it is right for you.

You can also listen to this episode on our website at: https://flemingwatson.com/is-gold-a-good-investment/