Social Security Truth or Consequences
How well do you know Social Security rules and claiming strategies? Test yourself by analyzing some specific scenarios. Social Security...
Highlight of Tax Change and Retirement
"Albert Einstein famously said, “the hardest thing in the world to understand is the income tax.” After batting the tax bill back and f
Not Yet
Well, it’s January again. Time to commemorate another holiday ritual, the making of New Year’s resolutions. There is much encouragement...
How the 401(k)-IRA Rollover Thought Process Works
Every decision has a consequence. From RMD's and taxes to passing on an inheritance, go step by step to make an informed choice....
What to do after the Equifax Breach
Dear Clients & Future Clients, Since the advent of the Internet and the ability to do all of our “shopping” online, identity theft has...
Sandwiched Anyone?
Many adults today fall into a new category called the “Sandwich Generation.” A number of middle-aged adults, usually starting in the 40’s...
Retirement Requirement
Retirement planning is a lifelong task. First you want to “get” to retirement, then you want to “enter” retirement, and finally you want...
A Good Game Plan on Roth IRAs Can Take the Bite Out of Tax Day
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...
3 Moves to Make in Your Retirement Accounts Before the Year Ends
Consider checking these action items off of your year-end to-do list to reduce taxes and increase your retirement savings. It happens...
OW! That Hurts!
There have been whispers about it for some time. Now the stories are starting to spread. There has been a televised news report on it,...
