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Derek M. Amey

All Blog401kCollege FundingEstate PlanningFinancial PlanningGeneration XInvestingMarket CommentaryPress ReleaseRetirement PlanningRhode Island EconomySocial SecurityTaxes
Financial Planning, Investing, Retirement Planning

Surviving Spouses: More Flexibility on How to Commingle Retirement Accounts Means More Decisions to be Considered.

Making financial decisions after a spouse dies can obviously be overwhelming. Grief can cloud judgment, unfamiliar responsibilities may arise, and complex paperwork can...
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401k, Financial Planning, Generation X, Investing, Retirement Planning

Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP

In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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Stock market volatility
401k, Financial Planning, Investing, Market Commentary, Retirement Planning, Rhode Island Economy

Stock Market Volatility Has Returned, in a Big Way

The past week has been a stark reminder on why being an investor can be so hard. In the last week the S&P...
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401k, Financial Planning, Generation X, Investing, Retirement Planning, Taxes

Is Your 401(k) Balance Too High?

RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financial Planning, Investing, Market Commentary

Welcome to 2024 (Part 2)

Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Market Commentary, Investing, Retirement Planning

Welcome to 2024 (Part 1)

Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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Investing, Market Commentary

Lifting the Hood on Stock Market Returns of 2023

If you’ve listened to any of the Novice and The Nerd podcasts this summer you’ve probably heard about Laura’s trials and tribulations with...
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Investing

Refresher on I Bonds

This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop...
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Financial Planning, Investing, Market Commentary

Three Big Events This Week That Could Shape 2023 Returns

In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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