Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, April 15, 2021

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel...

Friday, March 26, 2021

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take...

Thursday, February 25, 2021

Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a...

Thursday, February 18, 2021

Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you...

Tuesday, January 26, 2021

If you’re like many investors, you’re probably looking for a way to manage your tax bill. One approach to consider is contributing the full amount to your retirement accounts. It’s not too late to fund your retirement...

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Thursday, January 7, 2021

When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a...

Monday, December 28, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...

Thursday, December 17, 2020

What you should know about the most recent cost-of-living adjustment. On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living...

Thursday, November 12, 2020

Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored...

Tuesday, October 27, 2020

Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s...

Tuesday, October 13, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Tuesday, September 29, 2020

Looking ahead can help you conquer these unique obstacles. When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take...

Friday, September 4, 2020

Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem even more attractive these...

Thursday, August 20, 2020

In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic. The new law offered investors a financial break. It gave people the option to...

Tuesday, July 28, 2020

This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be...

Thursday, July 16, 2020

Now that tax season is over it might be time for you to have a financial review. It is important to review your accounts periodically to make sure you are still on track towards your goals. Take a moment to think about any changes in...

Tuesday, June 23, 2020

Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1In addition to health factors, the cost can be an issue....

Tuesday, June 2, 2020

Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give...

Tuesday, May 5, 2020

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn...

Friday, April 10, 2020

Delivering the Support and the Financial Guidance You NeedWe know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to...

Monday, March 16, 2020

We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event,...

Tuesday, March 3, 2020

Tax Considerations for Retirees Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they...

Tuesday, February 4, 2020

Annual Financial To-Do List 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, saving, or...

Tuesday, January 21, 2020

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them. Next year, you can put up to $6,000 in any type of IRA. The limit is...

Thursday, January 16, 2020

As you may have heard, Congress passed legislation late last year that changed the rules for traditional IRAs and other defined contribution plans. These changes went into effect on January 1, 2020. Over the years, there have been many...