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Greetings! I trust that this will find you well and enjoying life. As we get older, we lose some of our mental acuity. In many cases, it’s relatively harmless, we forget where we put our reading glasses, or we struggle for the name of someone we haven’t seen recently. In…

Greetings! I trust that this will find you well and enjoying life! When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many of…

Greetings! I trust that this will find you well and in good spirits. I saw this article recently and found it to do a great job explaining an important nuance on maximizing social security benefits. I hope it will benefit you in your planning. Planning for Earned Income in Retirement …

Greetings! I hope this finds you well and enjoying life! Did you know that you might have to pay federal income tax on your Social Security retirement benefit? If the only income you had during the year was Social Security income, then your benefit usually isn’t taxable. However, if you…

So much emphasis and understandably so has been placed on the trade war by Wall Street and the investing public. The following information I believe will help you to have a better understanding of the magnitude and effect of our trade war with China. In the wake of the G-20…

Greetings! I hope this finds you well and enjoying life! During your retirement years, it’s important to pay close attention to the income tax consequences of your investment decisions. If you receive a great deal of investment income when retired for instance, the taxation of your Social Security benefits may…

Greetings! I hope this finds you well and enjoying life! An important part of retirement planning is income planning. Having a structured process and system that consistently and reliably generates cash flow for day to day needs is imperative and one of the fundamental keys to successful finances in retirement.…

Greetings! I trust that this will find you well and enjoying life! Goals are critical to succeed in any endeavor. If clear and realistic goals are established, the steps necessary to succeed can be studied and the goal ultimately achieved. This applies strongly to retirement planning and to success in…

Greetings! I trust that this will find you well and enjoying life! The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions. Can you afford to retire? What about retirement –…

Greetings! I trust that this finds you well and enjoying life. I saw this information on the trade war with China. Obviously last week the headlines commanded this financial issue. It’s one of the best explanations I’ve seen since Trump began to get trade issues in control with China. First…