We’ve all heard on the term “Dollar Cost Averaging” over all our years of making contributions into our retirement accounts. What it means is that you are making a continuous fixed dollar amount into your investments on regardless of what occurs in the market. [Read more…]
Switch to Roth
During this time there are some strategies that you should consider implementing that can make for a better retirement. You are probably aware that the stock market has taken a pretty good hit due to the Coronavirus (COVID-19). You might consider doing a Roth Conversion. [Read more…]
I Don’t Know!
I don’t know! That’s what my real answer is to some of the short-term questions right now about dealing with the issues of the Coronavirus. There has been so much aggressive actions implemented in the dealing with the possible outbreak, that no one has any real certainty or answers. [Read more…]
The SECURE Act
The SECURE Act. Here are 4 changes that will affect your retirement going forward. [Read more…]
Financially Unprepared
Facing reality when you are financially unprepared for retirement. [Read more…]
Social Security NOT Your Retirement Plan
If Social Security is YOUR retirement plan… your retirement will SUCK! [Read more…]
Tax Free IRA Distributions
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. [Read more…]
Tariff’s & Your Retirement
Evolution of A Plan
The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]
Long Term Care Problems
Long Term Care was easier to solve a few years ago. Longevity and demand have made it harder and more expensive to maintain. [Read more…]
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