59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old,...
As I sit
here Monday evening with the Dow having closed down 2000 points and the 10-year
Treasury yield around 0.5%, the title of this update...
Since the Roth IRA was created by the Taxpayer Relief Act of 1997, it’ been an appealing addition to retirement planning. While contributions to...
Think hard! There must have been something good that came out of your marriage to your ex-spouse, but for the life of you, you...
Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard. The sun was shining; the...
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
Imagine this. You’re retired. You planned well. Your retirement income allows you to live a great life. Then, you get a letter saying your...
Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
It’s a name change, but a necessary one. What we’ve always called Retirement Planning is quickly becoming Longevity Planning as Americans live longer because...