Investing & TaxesPortfolio6 Min Read cjcagleonJanuary 25, 2023To Ladder or Not to Ladder? In the last two articles, I discussed how retirees (and others) use bonds as part of a diversified portfolio because of their stabilizing… Read More
Investing & TaxesPortfolio8 Min Read cjcagleonJanuary 18, 2023Individual Bonds or Bond Funds? Suppose you’ve decided to keep a portion of your portfolio in bonds, perhaps with a higher allocation percentage than stocks. In that… Read More
AnnuitiesHealthcare & InsuranceIncomeInvesting & TaxesLong Term CareTaxes10 Min Read cjcagleonJanuary 11, 2023The Secure Act 2.0 May Have Passed While You Weren’t Looking The Secure Act 2.0 was finally passed as just one part of a massive funding package by the outgoing congress just before Christmas on December… Read More
Investing & TaxesPortfolio7 Min Read cjcagleonJanuary 4, 2023Do Bonds Still Belong in a Retiree’s Portfolio? An important preliminary note: Given what took place in both the stock and bond markets in 2022, I’m starting the new year with a short… Read More