Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You should treat your tax return the
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet
Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How many emails did you send? Make
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
