Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here… […]
When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start […]
Okinawa is a chain of islands off the coast of Japan and is home to some of the healthiest seniors on the planet, with many living past the century mark. […]
Third Quarter 2016 IWM Market Analysis PowerPoint presentation (click here for PDF).
Don’t assess your investment performance… Over the wrong time frame. Without proper perspective. Expecting to outperform every year. With an expectation that corrective action is always required. Read Full Article […]
By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15. Read Full Article Here…
Many Americans are ill prepared for retirement, so they will have to rely more on Social Security. But near-retirees have some ways to improve their retirement math. Read Full Article […]
Here is a great story and discussion about a 77-year librarian who left his entire $4 million estate to his alma mater, which is also where he worked. Read Full […]