Category: Uncategorized

Greetings! I trust that this will find you well and in good spirits. I am constantly reminded that we live in an ever increasing global economy. Economic events in other parts of the world affect our markets or vice a versa. This seems to more and more the rule rather than the…

I trust that this will find you well and enjoying life. I have a question for you and I want an honest answer. Do you know where you stand financially at any given point in time? To be more specific, do you know within a few thousand dollars what your…

Greetings! I trust that 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…

Greetings! I trust that this will find you well and enjoying life! How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. Some people are able to ride through turbulence in the financial markets with a shrug while others suffer…

Greetings. I hope this finds you well and in good spirits! There is an enormous amount of research that points to the fact that we all have a chance to live longer in retirement than we anticipated. I saw a statistic recently that reported that all known medical information doubles…

Greetings! I trust that this will find you well and enjoying life. I believe strongly in a regular program of exercise. The benefits are many and speak for themselves. When I was younger I was a runner, until my body clearly let me know how hard it was on my…

Greetings! I hope and trust that this finds you well and enjoying life. According to new research from Morningstar Investment Management, retiring early could be at least as hazardous to your wealth as a major market correction. It’s a significant issue because most pre retirees think they can manage and…

Greetings! I hope and trust that this finds you well and enjoying life. I find that navigating Social Security is one of the biggest unknowns and decisions retirees face. The following information on the decision and process of turning on Social Security should be helpful. You can elect to delay…

Greetings! I hope and trust that this finds you well and enjoying life. You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. By deferring (postponing) income…

Greetings! I hope and trust that this finds you well and enjoying life. In the past few weeks (typical for an October), we have been experiencing more than we are accustomed to market volatility and it can’t help but create uncertainty. You wouldn’t be human if you didn’t fear loss.…