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No one seems to know for sure whether “Robin Hood” ever existed, and there is no verified story. Whether truth or fiction, here is the way I learned the story.

Sudden Wealth occurs to a few people annually, but rarely is it comparable to the recent winners of two huge lotteries.

Remember when April 15 was the dreaded “Tax Day” in America? That was way back in pre-COVID-19 America (2019).

Apparently, Christmas was not over on December 25th. Two days later, our feckless Federal Government promised Americans piles of Christmas “goodies.”

“All good things must come to an end” (Geoffrey Chaucer, 14th Century). Alas, it rears its ugly head again on January 1, 2021, with the return of Required Minimum Distributions (RMDs) from Qualified Retirement Accounts.

Last week we explored some history regarding the transaction known as a “Roth IRA Conversion,” whereby funds in tax-deferred, or Qualified, Retirement Accounts can be converted to a tax-free Roth IRA.

Once in a while I peruse my archives, assembled over nearly 20 years as a Certified Financial Planner™.

According to statisticians, the huge Baby Boomer generation is enrolling in Medicare at the rate of about 10,000 per day.

Soon, the year 2020 will be over, but will not be missed by most of us. COVID-19, wild market fluctuations, an unsettled election, a quarantined population, business closures; all will be remembered far longer than we prefer.