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Greetings! I trust that this will find you well and enjoying life. Managing assets successfully in retirement is primarily about structure. I believe that we should develop and maintain three distinct types of asset management to be effective. The three types involve income producing assets, bank assets and portfolio assets.…

Greetings! I trust that this will find you well and enjoying life. Even persons planning for retirement with the best understanding of how Social Security benefits fit with their retirement plans should remember they’re aiming at a moving target. A jarring example is last year’s sweeping change to the “File…

The Power of a Written Plan Business owners and CEO’s have written business plans. Ship captains chart their courses on nautical maps and doctors have written treatment plans for their patients. What these and most successful people all have in common is that they have written plans of action that…

Greetings! I trust that this will find you well and enjoying life. Medicare and all that’s involved with it can be complex initially. You’ll need to take steps to familiarize yourself with it as you approach age 65 for maximum benefits and to minimize your cost. Even enrolling can be…

Greetings! I trust that this will find you well and enjoying life. The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible.…

Greetings. I trust that this will find you well and enjoying life! In retirement managing taxes, in other words getting every possible tax break that you can based on your circumstances, can be as important as effectively managing your portfolio. Are you working with a good tax preparer and tax…

Greetings! I trust that this will find you well and in good spirits. Have you ever considered a home equity line of credit (HELOC) as a resource in retirement? For those of you that are not familiar with them, a home equity line of credit is simply an open line…

Greetings! I trust that this will find you well and enjoying life. Cyber security is an issue that we all should be aware of and consider as far as the effect a cyber-attack can have on our lives. The internet is the tool that most of us use to conduct…