If you have a long-term care policy and have received a letter about an upcoming premium increase, here is what to do. Read More
Retirement Math 2+2=4
Retirement is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More
The Messiness of Politics and Investing
In the short-term both politics and investing are messy. Let me tell you two basic principles that will allow you to have a better perspective of how to clean up that mess. Read More
The Cost of Choices
Opportunity cost is what you lose by choosing one alternative over another. Money has opportunity cost and when it comes to retirement, it can be very expensive. Read More
Totally Tax Free
A continuation on the importance of tax diversification. Totally tax free accounts offer great benefits dealing with the tax impact in retirement. Read More
Your Tax Time Bomb
A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More
The Other Diversification
When it comes to diversification, understanding the impact of taxes on your retirement is crucial to a successful and lasting plan. Read More
What Every Wife Should Know
You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. Read More
Market Timing: Don’t Let Emotions Take Control
Far more money has been lost by investors, fund managers, and financial advisors preparing for corrections or anticipating corrections than has been lost in corrections. Read More
Retirement and an IRS Audit
If you are retired you still run the risk of being audited by the IRS. Here are 4 common things that can raise a red flag. Be careful and let us help you with your tax preparation. Read More
