Author Archives: Daniel Rotter

What Monsters are Lurking in Your Portfolio?

By: Daniel Rotter On October 26, 2021 | 0 Comment
It’s the scariest time of the year. Halloween is here. It’s time for trick-or-treaters, haunted houses, spooky home decorations, and more. This may be the scariest time of the year, but it only lasts a month. The truth is there could be gaps in your investment strategy that could come back to ha More Details

Social Security is an Annuity

By: Daniel Rotter On September 5, 2021 | 0 Comment
Dave Lindorff has the right idea about Social Security as an annuity. However, there are a few additional items that need to be emphasized. Social Security (SSA) benefits are taxed as ordinary income even though you paid taxes on every paycheck. Yes, double taxation. These SSA taxes can be reduced w More Details

3 Financial Developments to be Thankful for in 2020

By: Daniel Rotter On November 17, 2020 | 0 Comment
This year has been a rollercoaster ride. COVID has dominated the headlines and impacted every aspect of our lives. It has shut down businesses, schools, and workplaces. It’s changed the way we interact and socialize. And of course, it has deeply impacted the economy and the financial markets. It c More Details