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Tax Strategies for Retirees

Mar 21, 2016
A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

2016 Quarter One Market Results: Stay the Course and Keep a Long-term Mindset

Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here. When markets fall even the most experienced…

Critical Financial Considerations When You Leave a Job

Jun 14, 2016
Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

Two Reasons You Should Invest Globally

Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

8 Things Baby Boomers Need to Know About RMDs

Jun 30, 2016
Required Minimum Distributions, often referred to as RMDs, are amounts that the U.S. federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans.…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

40 Financial Things to Know by Age 40: Part One

Sep 27, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years. InsuranceDo you need life insurance?  Not everyone does. You may…

Three Reasons To Start A Retirement Plan For Your Business

Oct 07, 2016
  Retirement Plans for Small Businesses and Self-Employed Individuals: Simple IRA: A good choice for businesses with fewer than 100 employees that want an easy-to-operate plan that their employees…

Building Retirement Savings at Any Age: Part Two of Three

Oct 19, 2016
In Your 40s and 50s: Fine Tune Your Financial Plan. With retirement just a decade or two away, you may have a more realistic idea now than you did in your twenties or thirties of how much income you…

How to Create a Financial Safety Net: Prepare for Life's Unwelcome Surprises Part I

Feb 09, 2017
Following are some tips on how to create a safety net that can help protect you financially from the challenges you may face one day. Stash some cash for an emergency. An emergency fund is an important…