Category: Uncategorized

Greetings! I hope that this finds you well and enjoying life. Over the next few weeks I’m going to write about investing basics as they pertain to retirement. Nowadays most folks have access to an employer-sponsored retirement plan. So I will address the benefits of saving in an employer-sponsored retirement…

Greetings! I hope that this finds you well and enjoying life. I have a case that I’m working on that involves naming a charity as beneficiary. I thought you might be interested in the following about this tax saving idea. Can I name a charity as beneficiary of my IRA?…

Greetings! I hope that this finds you well and enjoying life. I saw the following recently and felt that it can help to make your financial world more secure. How can I protect myself from digital deception? Imagine that you receive an email with an urgent message asking you to…

Greetings! I hope that this finds you well and enjoying life. It seems like lately I’ve been getting more and more robocalls. I saw the following information on dealing with robocalls and I thought it was worth passing on. You may not mind if a legitimate robocall provides a helpful…

Greetings! I hope that this finds you well and enjoying life. Traditionally, retirement income has been described as a “three-legged stool” comprised of Social Security, traditional employer pension income, or one that you create for yourself and individual savings and investments. With fewer and fewer individuals covered by traditional employer…

Greetings! I hope that this finds you well and enjoying life. At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive…

Greetings! I hope that this finds you well and enjoying life. Your asset allocation strategy in retirement will probably be different than the one you used when saving for retirement. During your accumulation years, your asset allocation decisions may have been focused primarily on long-term growth. But as you transition…

Greetings! I hope that this finds you well and enjoying life. I’m excited about the business of retirement. For some IRA holders there can be an effective way to give in a way that benefits the charity, benefits you and leaves the IRS out in the cold. Recently I have…

Greetings! I hope this finds you well and enjoying life. You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Traditional wisdom holds…

Greetings! I hope this finds you well and enjoying life. If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend…