Month: March 2021


Can Money Buy Happiness?

March 30, 2021

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an annual salary of $75,000 ($90,000 in today’s dollars). Past the $75k threshold, people weren’t necessarily any happier. That scenario has apparently changed in the ensuing…

That Pesky Early Withdrawal Penalty: It’s There for a Reason

March 23, 2021

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by people younger than age 59 ½.1 If that penalty didn’t exist, investors may be more inclined to pull money out of their retirement accounts, whether…

Is the Market Poised for a Value Shift?

March 17, 2021

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many years, Wall Street analysts warned a market correction was long overdue. Despite intermittent volatility, those concerns largely have not borne out. You may be tired…

Retirement Planning Insights

March 11, 2021

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in this scenario. First, if both spouses are over age 62, determine if you can make ends meet by taking only one Social Security benefit while…

What Is The Value of a CEO Pledge?

March 5, 2021

What Is The Value of a CEO Pledge? As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so for the other stakeholders it was designed to represent. In the past, private companies thought little of…

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