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Protecting Your Assets: Your Go-To Resource for Information on the Dept of Labor Fiduciary Rule
What is the Department of Labor Fiduciary Rule? The Department of Labor recently issued new regulations for retirement accounts, which include 401(k) and pension plans as well as Individual Retirement Accounts (IRAs). Although the rule...
Read MoreProtecting Your Assets: 3 Major Retirement Hazards to Avoid
Retirement planning is a tricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it's important to be aware of several common missteps...
Read MoreProtecting Your Assets: When Good Markets Go Bad
We know markets will cycle - we just don't know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten. History tells us the markets will cycle down again eventually; we...
Read MoreRetirement: Stock Options: Know When to Hold ‘Em
Deciding when to exercise your company stock options should be based on more than your gut about a potential market price peak. If the stock options you've received from your employer are burning a hole in your pocket, it may be time...
Read MoreRetirement: Family Caregiving: The Hardest Thing I Ever Had To Do
"Taking care of my mother with Alzheimer's was the hardest thing I ever had to do in my life. When I was in the U.S Navy, I had the 2nd most dangerous job in the world by working the flight deck of an aircraft carrier. Yes, it was...
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Taxes: Year-End Tax & Financial Planning Strategies
First, I have to say I can't believe I'm bringing up year-end planning already! And by the same token, I figured that at the pace that this year is going, I'd better start having these discussions with my clients so they have a little...
Read MoreRetirement: Year-End Tax and Financial Planning Strategies
First, I have to say I can't believe I'm bringing up year end planning already! And by the same token, I figured that at the pace that this year is going, I'd better start having these discussions with my clients so they have a little...
Read MoreRetirement: 10 Years and Counting: Getting Ready to Retire
If you're a decade or so away from retirement, you have (hopefully) spent at least some time thinking about the logistics of this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or...
Read MoreOrganizing Your Finances: Information Overload? Eight Steps to Keep You Sane
Information overload, analysis paralysis, researchitis... you get the point. We are all guilty of it. In this digital era where the outcome of a presidential campaign can potentially be altered by Twitter and its tweets, we all succumb...
Read MoreOrganizing Your Finances: Not The Gates' Inheritance
Bill and Melinda Gates have pledged to give most of their wealth away to The Gates Foundation and will leave only a "miniscule" amount to their children (I believe it is $10 million). Why? Besides the philanthropic aspect, they want...
Read MoreOrganizing Your Finances: Millennials: Ready, Set, Go!
Millennials - those who came "of age" in the new millennium are now the largest living generation in this country. Children of the tech revolution, this generation grew up in a world where "googling" can now be conceived as a...
Read MoreRetirement: The Five Must Knows
Do you ever wonder about healthcare costs in retirement, with the uncertainty that continues to plague the entitlement programs, including Medicare? Ok, that may be a rhetorical question, but really, how is this going to work out,...
Read MoreMoney & You: Long Term Care and How To Pay For It
It is estimated that by year 2040, there will be over a million people in this country over a 100 years old. That should not come as a surprise, given that the fastest growing demographic is the U.S. is of people aged 85 or older....
Read MoreRetirement: Social Security: Not So Bad?
Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The 2015 reports, released on July 22, 2015,...
Read MoreMoney & You: And Baby Makes Three!
Having a baby or thinking of having one? Or know someone who may be adding to their family? Here are some general guidelines for planning to prepare for life with the little one. Budget: Time to reassess You'll have to buy a lot of...
Read MoreMoney & You: Five Things Golf Has In Common With Financial Planning
So you're out on the course and feeling really good about your game. Your handicap is the lowest it's ever been and your friends have been commenting on how well you've been playing. But today is not the day you're going to be showing...
Read MoreOrganizing Your Finances: After the Military: Tips for Financial Transition
A big part of preparing for civilian life after an active military career is taking steps that proactively address fundamental issues such as future employment, housing and health benefits. It can be an exciting yet challenging time as...
Read MoreOrganizing Your Finances: Get Your Credit Back in Shape
The recent financial crisis has derailed many financial plans and in many cases, been catastrophic for credit standing and the ability to borrow. Now that the economy is improving, it is time to get things back in shape. A good credit...
Read MoreTaxes: 2013 Taxes - Can I Deduct The Dog?
If you haven’t done so already, you may be getting ready to file your individual federal and state income tax returns. Or maybe you’re still thinking about it. Or maybe you’re not. Either way, April 15th will soon be...
Read MoreTaxes: Year-End Tax-Planning for 2013: There's Still Time
End of year is fast approaching and as we commence preparations for the upcoming celebratory events and festivities, there’s still time to do some tax planning which may even help with your bottom line come April 15 of next year....
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