retirement planning services since 1987
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Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts from Dan White himself!
The Misguidedness of Forgiving Student Loans
January 18, 2021 Want to hear a universally bad idea? Many of the most liberal Democrats want to give away $1.6 trillion in outstanding student
Biden’s Social Security Plan Gives and Takes
January 11, 2021 Social Security taxes are going up if President-elect Joseph Biden gets his way. Under his plan, the 12.4-percent tax on earnings will
Taxes Rain Pain on Everyone
January 4, 2021 President-elect Joseph Biden’s tax initiatives, while not law yet, could do tremendous economic damage. A slew of new taxes may be unleashed,
Five Reasons for a Rapid Rebound
December 28, 2020 To end the year, here’s some positive news – Joe Biden is about to inherit a dream economy. We’re led to believe
Restrictions, Lack of Support Killing Businesses Nationwide
December 21, 2020 According to Yelp’s most recent economic impact report, more than 163,000 U.S. businesses have shut down due to the COVID-19 pandemic this
Local Governments Face Big Problems
December 14, 2020 There is a budding issue in local and state governments. See, the economic balance that we saw in the summer seems to
A Tale of Two Senates
December 7, 2020 Joe Biden is going to be the president, and a lot of what I read indicates he could well enter office as
Big Fish Get Bigger
November 23, 2020 COVID-19 unleashed a tsunami of destruction. Whole industries are transforming, and some are being wiped out altogether. The industry that’s perhaps been
Unwelcome Signs of the Times
November 16, 2020 The lingering pandemic is having profound negative effects. Consider how job loss and other financial stresses often affect a person’s ability to
Social Security, Medicare Changes for 2021
November 9, 2020 There are important updates to Social Security and Medicare on the way – some good, some bad. Here’s a quick breakdown of
“New” Budget Deal is More of the Same
September 9, 2019 President Trump and the Democrats reached a budget deal, avoiding yet another round of debt ceiling drama. The last few years we’ve seen
14 Years to Get There
As I’ve said before, predictions of a strong economic rebound are far too optimistic. In May we received a jobs report showing a whopping 2.5 million
