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Sunday, May 14, 2017

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...

 

Friday, March 17, 2017

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...

 

Saturday, March 4, 2017

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...

 

Sunday, January 15, 2017

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...

 

Wednesday, November 2, 2016

"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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Sunday, October 23, 2016

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...

 

Sunday, October 2, 2016

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...

 

Tuesday, July 12, 2016

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...

 

Tuesday, June 14, 2016

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...

 

Thursday, January 14, 2016

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...

 

Saturday, November 14, 2015

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...

 

Tuesday, October 20, 2015

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,...

 

Thursday, October 15, 2015

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....

 

Tuesday, August 18, 2015

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,...

 

Monday, July 20, 2015

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...

 

Saturday, May 23, 2015

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...

 

Sunday, May 17, 2015

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...

 

Wednesday, January 7, 2015

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...

 

Monday, January 20, 2014

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...

 

Sunday, November 24, 2013

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....