Month: September 2014

Retirement, Income, Tax & Estate Planning.

Social 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 you this week as it was a great question. Question: I plan to stop work this year at age 60 and live on investment income.…
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September 24, 2014 0

I Want You To Understand

The last few weeks I have been discussing some of the latest updates, provisions and changes to retirement accounts in my writings and on my radio show. When going over complex topics such as these changes, people can get confused and become unsure about what to do. As you can imagine, I have received several…
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September 15, 2014 0

A Few Notes From Peter

With Labor Day behind us, fall can’t be far away. It was a rather cool summer, but I know it will be extra hot later this month when the Jewish holidays hit on September 24th. It never fails. For those keeping track, it looks like I will have between 60 and 70 people over for…
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September 10, 2014 0

Location, 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. The same can be said regarding your money. Money can much more valuable and worth so much more if it is being saved and invested…
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September 9, 2014 0

What 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.  Many fear the next few generations won’t do as well as they did and this keeps many a grandmother awake at night. I often get…
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September 4, 2014 0