Educate, Encourage, Empower

2019 IRA Deadlines Are Approaching

January 23, 2020

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

Your Changing Definition of Risk in Retirement

January 16, 2020

Some things to consider.

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you...

Retirement Wellness

January 9, 2020

How healthy a retirement do you think you will have? If you can stay activeas a seniorand curb or avoid certain habits, you could potentially reduceonetype of retirement expense.

Each year,...

401K Loan Repayment

January 2, 2020

A longer repayment time can be an advantage.

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always...

Annual Financial To-Do List

December 12, 2019

Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing,...

Small Business Owners: The Future Might Not Be All That Uncertain

November 14, 2019

Do you find it difficult to plan as a small business owner?

If you are like most small business owners, you find it difficult to plan because your future has more unknowns than your...

That First RMD from Your IRA

October 22, 2019

What you need to know.

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s).These withdrawals are also called Required...

The Gift Tax

October 17, 2019

Not all gifts are taxable.

 

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his...

Understanding Long-Term Care

October 10, 2019

The important question: Are you prepared?

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a...

401K Loan Repayment

October 3, 2019

A longer repayment time can be an advantage.

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always...

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