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• FOUR THINGS TO KNOW ABOUT YOUR PLAN ROLLOVER AND YOUR RMD August 1, 2022
• Weekly Market Commentary August 1, 2022
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• DIRECT TRANSFERS, DIRECT ROLLOVERS, AND 60-DAY ROLLOVERS July 25, 2022
• Weekly Market Commentary July 24, 2022
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• The Financial Penalty of Losing Your Spouse July 21, 2022
• REPAYING A CRD July 20, 2022
• SIDESTEPPING THE NEW IRS PRIVATE LETTER RULING FEES July 18, 2022
• Weekly Market Commentary July 17, 2022
• https://www.aarp.org/retirement/planning-for-retirement/info-2020/5-secrets-to-retire-happy.html July 14, 2022
• SELF-DIRECTED IRAS AND THE BACKDOOR ROTH: TODAY’S SLOTT REPORT MAILBAG July 14, 2022
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