KMR Financial Advisory

09/24/2019

What is an inverted yield curve and what causes one?

A brief description of yield curve and what causes an inverted yield curve.

07/03/2019

Cutting out coffee is meaningless for truly building wealth....

No, skipping your morning caffeine boost will not make you a millionaire.

06/18/2019

We are living longer, so this is good advice....

Once you're getting close to retiring, there are a few strategies you can use to stretch the savings you have, a financial planner says.

05/23/2019

Latest on retirement plan changes going thru Congress. Several changes including the repeal the age cap for contributing to individual retirement accounts, currently 70½. It would also increase the age to start taking required withdrawals from 401(k)s and IRAs to 72 from 70½.

The House of Representatives on Thursday passed legislation that would bring substantial changes to the U.S. retirement system, making it easier for employers to offer plans and include annuities as options for workers.

04/20/2019

Delaying your Social Security is one of the best ways to expand your retirement income...

Many people have enough saved for retirement to claim Social Security later than they do, according to a new study.

01/04/2019

Here's a way to fund your HSA from your IRA-tax free! I'm doing this: https://www.irahelp.com/slottreport/want-fund-your-hsa-your-ira-heres-how

12/26/2018

Great discussion on a reason why there's so much volatility in the markets these days....

The majority of trades come from machines, models, or passive investing formulas that move in unison and blazingly fast. This quarter’s sharp declines are symptoms of the modern market’s sensitivities, the same ones that drove gains through the first three-quarters of the year.

11/28/2018

Good advice from AARP-Financial Planners for the Rest of Us

A pay-as-you-go financial planner is an accessible way to get guidance on saving for retirement or preparing to pay for college.

11/15/2018

https://indd.adobe.com/view/09f8dd49-2300-46d8-9010-9140c25ba4e6

11/01/2018

The IRS said that taxpayers can contribute more to their traditional individual retirement accounts and 401(k) plans in 2019, as part of annual inflation adjustments.

09/08/2018

This month the S&P 500 does a significant change in the composition of several sectors. check out this diagram of some of the biggest changes:

08/19/2018

Great article in this week's Barron magazine on hiring an CFP® as your investment advisor

You’ll sacrifice cocktail-party clout, but you’ll do far more to improve your financial security.