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When is the best time to take a profit? When there is one. Is this the time to make a decision with your retirement accounts?

Boomers will pass down over 36 trillion dollars over the next 10 years. Who will benefit the most?

A record number of people have a million dollars in their 401k accounts. Although they may not actually be millionaires. Joe Pat Roop explains why and how you can stay closer to that million-dollar mark.  . 

The Dow is up 9,000 points since March. How did you do?

Most people pay their taxes on Uncle Sam’s schedule. Is there another way to legally pay fewer taxes in retirement?

They tell you to “pay taxes later” on that 401(k) and IRA. But paying taxes later may also mean paying taxes longer.

In the military, you train during the calm times to be ready during the tough times. Can we say the same thing about retirement planning?

Everyone wants to be a millionaire, right? In retirement there is a number that is more surprisingly important than your account balance.

If you took all your financial data and plugged it into a computer program, can it give you a reliable answer to the question, "Have I saved enough for retirement?"

How many times have you had a moment of discovery and said “Why didn’t anyone tell me about this?” It could be a good thing. Like finding a new restaurant. However, it could also be the moment when you discover that an important part of your retirement is missing.

They offered us a 401(k) when the pension went away. When it comes to the tax benefit, one politician wants to change the rules.

You can go with the Government tax plan or a personalized tax plan. Which do you think will keep more money in your pocket?

The IRS says there are billions of dollars people pay every year on taxes that could be saved. How can you avoid that trap?

Paying high taxes used to be a sign of great financial success. But is there something you are missing?

Many pensions are under-funded. To turn the tide, a pension in California is trying to hit new “highs.”.

The 401(k) came along to help those of us who didn’t have pensions. But now that boomers are using it, are there some fatal flaws?

California has a creative way to retrieve the money they paid for pandemic aid. Will it trickle down to the rest of the country?

There’s been a lot of funny moments with Steve Martin over the years, but there’s nothing funny about how one of his routines affects our retirement.

Is Monopoly a game of luck or skill? What about retirement planning? Can you build your financial future on more than just a roll of the dice?

Can you look at your investments and retirement accounts and say, “I’ll just wait until this is over”?