Property Insurance Tips

Hi Reader,

In this week's edition of RPN Weekly:

Direct indexing
New Year's financial to-do list
Risks of stock picking
First-time QCD concerns
2025 Market & Economic Outlook

We're also sharing a deep-dive into understanding your property insurance in light of the tragic fires in Los Angeles.

Enjoy, and make it a great weekend!

~Team RPN

📈 Chart of the Week

"Investors learned once again that the stock market is not the economy, with the 28% bear market in 2022 occurring without a coincident recession." ~Charlie Bilello

📚 Top Retirement Articles

This week's hand-picked retirement articles you don't want to miss:

Qualified Charitable Distributions: Concerns from First-Timers

Learn how to address common concerns when doing QCDs for the first time (e.g., brokerage reporting, charity receipts, etc.).

Read More →

3 Improvements for 2025

As we enter the new year, here are 3 ideas that can improve our lives as people and investors.

Important insurance information homeowners need to know before, during, and after disaster strikes.

Find out why the stock market achieved back-to-back 20% gains in 2024, a rare occurrence since World War II.

Start the new year by organizing your finances with help from a financial to-do list including budgeting, investment strategies, and more.

Read More →

The Things You Can’t Buy

See how respect and reputation outweigh monetary gain in other parts of the world, contrasting with typical U.S. business practices.

Read More →

Don't Bet On It

Stock picking is risky—like gambling. Learn why diversification and long-term strategies are smarter paths to financial success.

Read More →

🎙️ This Week's Episodes

2025 Market Outlook: Planning for Uncertainty

Taylor shares key takeaways from Vanguard's 2025 Market & Economic Report, plus 5 actions retirement savers can take right now to prepare for success.

Listen Now →

Rocking a Solo Retirement: Nick's Goals/Laura's Goals

Learn how to plan for a future that aligns with your values, including discussions on long-term care and financial independence.

Listen Now →

How to Spend More (or Less) in Retirement

Are you spending too little in retirement, worried you might outlive your savings? It's time to overcome those fears and spend with confidence.

Listen Now →

How Direct Indexing Could Save You Money On Taxes

Peter and guest Adam Cmejla explore the tax benefits of direct indexing, including how tax loss harvesting can reduce your tax liability now and in the future.

Listen Now →

Thank you for reading (and listening)!

Hit reply to this email with feedback, comments, and questions.

To a successful retirement,