April 30, 2020

We have been living historical, unprecedented times. In response to feedback both Sean and Nancy have been receiving, we want to make sure you do not miss Nancy's recent Economic Update. It's available below.
Here are some of the highlights from the event:
-The COVID...

November 6, 2018

How well do you know Social Security rules and claiming strategies? Test yourself by analyzing some specific scenarios.

Social Security is a foundational piece in every retiree’s income plan, and yet many people have no idea how it works.

The choices you make regarding w...

February 1, 2018

"Albert Einstein famously said, “the hardest thing in the world to understand is the income tax.” After batting the tax bill back and forth like it was a tennis game, the politicians finally said ‘love” and all agreed on changes to the tax code. It will shake out...

January 1, 2018

Well, it’s January again. Time to commemorate another holiday ritual, the making of New Year’s resolutions. There is much encouragement about New Year’s resolutions, yet, if you listen closely, this very healthy exercise is often ridiculed. Perhaps it’s because resolut...

November 8, 2017

Every decision has a consequence. From RMD's and taxes to passing on an inheritance, go step by step to make an informed choice.

Approaching 70 in less than a year, my client Cathy — trim, vibrant, silver hair up in a bun — is still enjoying her work and has no plans to...

November 1, 2017

Dear Clients & Future Clients,

Since the advent of the Internet and the ability to do all of our “shopping” online, identity theft has become an ever-increasing problem. Just recently Equifax, one of the three big credit reporting agencies, publicly announced that their...

November 1, 2017

Many adults today fall into a new category called the “Sandwich Generation.” A number of middle-aged adults, usually starting in the 40’s but well extending into the 60’s, find themselves financially supporting children, who may live at home, but may need some assistan...

September 1, 2017

Retirement planning is a lifelong task. First you want to “get” to retirement, then you want to “enter” retirement, and finally you want to “make it through” retirement. Each step of the way has its own financial tools with their corresponding strategies.  Fortunately,...

March 24, 2017

With apologies to Shakespeare, to change a line from one of his greatest plays, "to Roth or not to Roth, that is the question/Whether 'tis better to suffer the tax now, and reduce my fortune, or hold it tight..."

More than a few of us feel like Hamlet come tax time when...

November 4, 2016

Consider checking these action items off of your year-end to-do list to reduce taxes and increase your retirement savings.

It happens every autumn: the year-end countdown to make tax-deferred contributions into—or, in some cases, take distributions from—your retirement...

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