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Articles written by Jeffery Moormeier

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Insightful Investing | Happy New Year! There are new tax laws to absorb  

Below is the content of an article written by Sarah Brenner, JD, and published by Ed Slott and Company, LLC. He is a frequent guest on PBS and trains professionals like myself in the finer aspects of IRA and retirement accounts.... — Updated 1/15/2020


Insightful Investing | Count your blessings

It is that time of year again!  Time to count your blessings, one by one. And before I list a few of the things I am thankful for, I would like to share a poem that I heard years ago. This poem was written by Edgar Guest, who had... — Updated 12/11/2019


Several helpful steps l Insightful Investing

How much do I need to save for retirement? I am asked this question often, right after the number one question, which is, “What is the stock market going to do?” To the latter question, I have no idea, but if I had to guess, I... — Updated 9/19/2019


End of 2017 tax planning I Insightful Investing

Here are a few end of year tax planning ideas. Some of these ideas are very familiar and perhaps some are not. My primary business is investment advice, and not taxes, yet I do know some tax strategies that may help you keep more... — Updated 11/8/2017


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