The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More
If you are use to getting large tax refunds, you might not be getting one this year and here is why…. and it’s not a tax scam. Read More
As baby boomers rush into retirement will they destroy the market? Read More
There is a psychological perception that you must retire at the magic age of 65. Find out why that is not always the case or even the best plan. Read More
Investors have a tendency to only want advice that makes them feel good. They want a quick fix. Here is the quick fix… Good advice never changes while markets and opportunities change daily. Stay focused on your plan and you will be successful long-term. Read More
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 is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More
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
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
