Is there a “magic” age or time to begin collecting your Social Security benefits? Well? ……. It Depends. [Read more…]
Carving Out & Sleeping Well
Rule #1 of retirement income is never run out of money. Rule #2 is don’t forget Rule #1. Care out and sleep well. [Read more…]
When You Need to Call
Don’t wait to call me. It may be too late. Here are a few events when it’s important that we communicate. [Read more…]
Making Too Much for a Roth IRA
Using a 401k to build a Mega Roth IRA. [Read more…]
Great Benefits in the Tax Reform Bill
Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. [Read more…]
Dow 23,000 – I Don’t Care
The Dow hit a milestone by hitting 23,000. Let me tell you why that shouldn’t be important in your retirement. [Read more…]
A Worthless Plan?
All plans are full of assumptions and flaws. So where’s the value? [Read more…]
Tempted to Lie to the IRS
Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? [Read more…]