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TED Talks

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Jim Steffen | Apr 5, 2022

Are oil prices higher under democratic or republican presidents?

Whenever the price of oil goes up, the finger-pointing begins, especially in the political arena. Does it really matter if a democrat or republican is

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Jim Steffen | Mar 31, 2022

Treasury yields rise and send recession warning

Treasury yields rise and send recession warning

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Jim Steffen | Mar 31, 2022

How are Social Security benefits taxed?

Social Security
taxes

A discussion around the taxation of Social Security benefits. IRS Publication 915 containing worksheet for determining taxes on Social Security: http

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Jim Steffen | Mar 31, 2022

Rising interest rates present opportunities for cash savings

interest rates

Short-term US debt yields have risen rapidly over the past 12 months and are beginning to look comparatively attractive for idle cash.

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Jim Steffen | Mar 16, 2022

Back from DC...One thing I genuinely enjoy about being a financial advisor.

Federal Reserve
interest rates
prediction

I'm back from Washington DC. This trip was ultimately inspired by a conversation I had with a client several years ago. Here's just a quick reflection

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Jim Steffen | Mar 16, 2022

Live from the Federal Reserve in Washington DC, my prediction on interest rates.

Federal Reserve
interest rates
prediction

Live from the Federal Reserve in Washington DC, I make a prediction on the Fed's next move with interest rates.

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Jim Steffen | Mar 16, 2022

The Russian economy is imploding!

economy
Russia

The western world has placed unprecedented sanctions on the Russian economy and financial system. This has created what may be the fastest and most

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Jim Steffen | Mar 7, 2022

Why did Russia raise interest rates to 20%?

interest rates
Russia

The western world has placed unprecedented sanctions on the Russian economy and financial system. This has resulted in a collapse of the Russian

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Jim Steffen | Feb 22, 2022

Watch out for the H.S.A. Medicare trap if working past age-65

H.S.A.
health savings account
Medicare trap

Working past age 65? Watch out for the HSA Medicare trap.

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Jim Steffen | Feb 14, 2022

Social Security survivor benefits and the Government Pension Offset

Government Pension Offset
Social Security
survivor benefits

If you plan on drawing Social Security before your full retirement age and working part time, you need to understand the earnings test and special grace

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Jim Steffen | Feb 5, 2022

Collecting Social Security early PART 2: Working and the earnings test

Social Security

If you plan on drawing Social Security before your full retirement age and working part time, you need to understand the earnings test and special grace

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Jim Steffen | Feb 4, 2022

Collecting Social Security early PART 1: The basics

Social Security

If you're thinking about drawing Social Security before your full retirement age, there's a host of rules you'll want to know. These rules dictate how

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