Retirement Planning
Should You Contribute to a Traditional or a Roth IRA?
Are you still working and did you have income from wages this year? If so, you (and your spouse) can add money to your IRA accounts this year. If you’re over 50, you can contribute…
Read MoreHow Well Do You Understand Taxes In Retirement?
There are many common phrases that reference the certainties of taxes. One of the most popular is Benjamin Franklin’s “In this world nothing can be said to be certain, except…
Read MoreBe On The Lookout
A defined benefit pension plan, where a company promises to pay a retiree a set amount each month during retirement, has been a staple in many people’s retirement plan for…
Read MoreSocial Security Planning For Early Retirement
A week rarely goes by that Jeremy and I don’t receive at least 4 or 5 email questions from our radio listeners. I thought I’d share one of the questions with…
Read MoreLocation, Location, Location
When we hear the words “location, location, location”, we know folks are talking about real estate, as the value of a property can vary so much depending on its location.…
Read MoreWhat Grandparents Need to Know about 529 Plans
Many of my clients tell me about the level of anxiety they are feeling today, but not about their own situation but rather the future for their kids and grandkids. …
Read MoreAre You Clueless?
I know…I know…it’s a holiday weekend. I decided to really be a bum and close our offices today (Friday) to make it a four day weekend. If you’ve shut down…
Read More50 Must-Knows About Long Term Care
By Matt Sussman Long Term Care Specialist As a long term care insurance specialist for over 15 years, I have worked with many families securing long term care insurance and…
Read MoreBack To School Time for Your Retirement
With summer just about over, it’s that time again – time for kids and grandkids to go back to school. The past few weeks have been full of purchases and…
Read MoreWhat’s better: A Stretch IRA or Life Insurance?
Ed Slott is probably the most well-known IRA expert in the country. I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy…
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