Electric vehicle start-up Rivian (RIVN) went public in November and became one of the most hyped IPOs that I can remember. The company is currently valued at more than $90 billion. Many investors are thinking it will become the next Tesla. While it’s exciting to watch high flying stocks like Rivian, investors should proceed with…

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The golden rule of withdrawal rates is of course the 4% rule. You simply withdraw 4% of the portfolio in year 1 of retirement and adjust that amount with inflation in subsequent years. That should safely fund a 30 year retirement. While the 4% withdrawal rate is a good rule of thumb, here are 3…

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You have probably been reading about inflation concerns lately. I recently read a great article outlining where inflation is and isn’t according to the Bureau of Labor Statistics. Here is the article In summary, here are the top 4 categories that have seen the highest and lowest price increases Highest Rental cars Gas Used cars…

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In order to help offset the $3.5 trillion domestic investment plan, House Democrats are proposing tax hikes in several areas. See below for some of the highlights: Increase the top corporate tax rate to 26.5% Increase the top individual tax rate to 39.6% 3% additional tax surcharge on individual income above $5 million Increase capital…

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Raise your hand if you have ever felt being pulled in a thousand different directions? (I am raising my hand right now.) Sometimes, I wonder when it will slow down. I often tell myself, “just get to next month and things will settle down.” While this may hold true, if we aren’t intentional with how…

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