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Wednesday, March 25, 2020

In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax filing and payment deadline until July 15, 2020.1,2,3 Those...


Friday, March 20, 2020

Highlights • We think stocks are in the process of bottoming, but that process will take some time. A decline in new cases, falling credit spreads, rising Treasury yields and oil prices and stable weekly jobless claims are...


Tuesday, March 10, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...


Tuesday, February 11, 2020

The “I’ll think about it tomorrow” approach is alive and well. This latest report card shows that baby boomers are only slightly in front of millennials when it comes to retirement planning. Click HERE for full article.


Wednesday, January 29, 2020

The conventional wisdom is that retirees should first spend down their taxable accounts, then traditional retirement accounts and lastly tax free accounts like a Roth IRA.That approach has its merits. But it can result in retirees...


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Tuesday, October 22, 2019

We are currently in the Medicare Annual Enrollment Period for 2020 (Oct 15th - Dec 7th). Prescription drug plans can change each year so it is important to stay on top of those changes. Review your prescription drug coverage to make...


Thursday, September 12, 2019

Elizabeth Warren proposes sweeping changes to the Social Security system. It looks like Social Security reform may play a large part in the next election. Click here for the full article.


Wednesday, August 28, 2019

The FCC is out with a new warning about Medicare scams. Medicare will never call you out of the blue asking for personal information. If you are concerned about a call you received, you can reach out to Medicare 1-800-MEDICARE...


Wednesday, August 7, 2019

Here are some little-known strategies you can use to bolster your retirement savings. Click here to read more.


Monday, July 1, 2019

A new study found that the majority of retirees are not claiming their Social Security benefits at the most financially optimal time. Click HERE to read the full article.


Friday, May 24, 2019

HSA Accounts are a great tool for individuals approaching retirement to offset health care costs but you need to make sure you follow the rules to avoid costly penalties. Read the full article here.


Thursday, May 9, 2019

A new study shows that more people are taking their Social Security benefit before retirement age, resulting in a lower benefit. If Social Security is going to play a large part in your retirement income plan, you may want to tap into...


Thursday, May 2, 2019

When you are building a retirement income plan, it is important to incorporate a "tax free" element. Roth IRA distributions and cash value inside permanent Life Insurance are two sources of retirement income that will not increase the...


Tuesday, December 18, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...