Category Archive

Stay up-to-date with the key 2022 figures recently released by the IRS. IRS Figures for 2022 – What’s New? It is a good idea to start looking at 2022 and how you will manage our finances in the coming year. Each year the IRS updates figures, and smart planners must adjust their financial plans accordingly.  Let’s take a moment to …

New Updates and Changes to the Required Minimum Distribution Rules Most owners of qualified retirement plans, such as an individual retirement account (IRA) or an employer-sponsored 401(k), are aware that, beginning at a certain point of the account holder’s life, they will need to begin taking a certain required minimum distribution (RMD) from the account, as necessitated by federal tax …

It is with a heavy heart I write to you today. Sadly, Kim Snider, founder of Snider Advisors and creator of the Snider Investment Method, passed away on Sunday, July 5th due to complications caused by dementia. For the last 18 months, Kim was battling early onset vascular dementia. This is a devastating diagnosis for anyone. For Kim, a person …

On January 1st of this year, most of the provisions of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect. This act, which was passed late last year, is intended to aid workers in saving for their retirement. There are several new reforms contained in the act that will have an immediate impact on retirees, …

As we enter into fall, many people look forward to the excitement of Halloween. The joy of seeing kids in costumes and the thrill of haunted houses and scary movies is all part of enjoying the season. To help you get into the spooky spirit of the holiday, here are three haunting facts: 1. The Spine-Chilling Reality of Social Security You’d …

Investing in Bear Markets At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. Part 3 covers the many components of the Snider Investment Method to handle market declines. You must figure out how you take the portfolio you worked a lifetime to accumulate and …

Cash-Secured Puts Blueprint At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. In part 2, you will learn everything you need to know about selling puts in a stock portfolio. Cash-secured puts are a great tool in addition to covered calls to generate more income from …

Covered Calls Blueprint At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. Part 1 takes a deep dive into Covered Calls. Income from your investments is critical in retirement when you no longer receive the paycheck from your job. Covered Calls are the primary …