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 every seven… ...

Greetings! I trust that this will find you well and enjoying life. I want to challenge you to examine something about yourself. My question to you is, what are you developing that you can become good at to pursue and use in retirement to provide value and meaning in your life,… ...

Greeting! I hope that this finds you well and enjoying life. A tax dollar not paid is a dollar in your pocket. Here are some tips that may assist you in trimming your tax bill in retirement. Give yourself options with the types of investment retirement accounts you own. Having a taxable… ...

I trust that this will find you well in every way. In retirement finances, there are forces that we can’t avoid like the cycles and volatility of asset classes, the management of a company we are investing in, or decisions made by the FED. However, there is a definite force that… ...

Greetings! I trust that this will find you well and enjoying life. It’s that time of the year again and I’m not talking Mardi Gras, I’m talking tax time. On any investment that is positioned outside of a tax shelter like an IRA or annuity you’re going to pay taxes on… ...

Greetings! I trust that this will find you well and happy. Just a reminder to be getting your income tax work done, April 15 will be here before you know it. Tax planning and tax strategy have taken on a whole new meaning as a result of the revisions in the… ...

Greetings! I trust that this will find you well and enjoying life.  I thought that this information on year end money moves might be helpful.  What has changed for you in 2022? Did you start a new job or leave a job behind? Did you retire? Did you start a family?… ...

Greetings! I hope and trust that this finds you well and enjoying life. I believe that it is very important to be aware of and to examine the consensus of our society as a whole in ways that impact us as individuals. Every year the Employee Benefit Research Institute provides us… ...

Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement… ...

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 that… ...

Greetings! I hope and trust that this finds you well and enjoying life. When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into… ...

Greetings! I hope that this finds you well and enjoying life. Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals and objectives can help you develop… ...

Greetings! I hope and trust that this finds you well and enjoying life. Investment planning during retirement is not the same as investing for retirement and in many ways is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you… ...

Greetings! I trust that this will find you well and enjoying life.  A recent study from Marketwatch.com revealed that 80 percent of spouses in the early stages of dementia were still managing the couples’ money. Unfortunately, this means the person who manages the family finances unknowingly may be making serious financial mistakes… ...

Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they… ...

Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they… ...

The rollout of several crypto-oriented ETFs has fanned the flames of this investment trend over the last few weeks. In accordance with what’s being allowed by the SEC at this time, the new ETFs invest in bitcoin futures contracts, as opposed to the actual currency. More on that distinction towards… ...

Greetings! I hope this finds you well and enjoying life. Are You Ready to Retire? The question is actually more complicated than it first appears because it demands consideration on two levels. First, there’s the emotional component. Are you ready to enter a new phase of life? Do you have… ...

Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement… ...

Greetings I trust that you’re well and enjoying life! As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You may feel isolated in that… ...